How big is Copperpoint Holdings , LLC's plan?

Copperpoint Holdings , LLC's plan reported $2.5M in assets and 231 participants for 2024.

Original filing (PDF)20250523074125NAL0005503120001

Copperpoint Holdings , LLC

Name: Copperpoint Holdings , LLC — Copperpoint Holdings, Form 5500 (2024)
Creator: Copperpoint Holdings , LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Copperpoint Holdings

401(k) retirement plan · Copperpoint Holdings , LLC's Copperpoint Holdings held $2.5M in plan assets for 231 participants in 2024.

Signals · 1

No auditor on file

Active participants

231

Accounts w/ balance

173

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Amanda Burnett signed Copperpoint Holdings , LLC's 2024 Form 5500 as plan administrator.

Amanda Burnett — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Copperpoint Holdings , LLC's EIN is 88-3279850.

EIN 88-3279850

Plan number 001

Plan year 2024

ACK ID 20250523074125NAL0005503120001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Copperpoint Holdings , LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Copperpoint Holdings , LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COPPERPOINT HOLDINGS , LLC.

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Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score