How big is Copple, Rockey, Schlecht & Mason P.C., L.L.O's plan?

Copple, Rockey, Schlecht & Mason P.C., L.L.O's plan reported $3.1M in assets and 12 participants for 2024.

Original filing (PDF)20250619111105NAL0004656080001

Copple, Rockey, Schlecht & Mason P.C., L.L.O

Name: Copple, Rockey, Schlecht & Mason P.C., L.L.O — Form 5500 Plan 001 (2024)
Creator: Copple, Rockey, Schlecht & Mason P.C., L.L.O
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Copple, Rockey, Schlecht & Mason P.C., L.L.O. 401(k) Plan

401(k) retirement plan · Copple, Rockey, Schlecht & Mason P.C., L.L.O's Copple, Rockey, Schlecht & Mason P.C., L.L.O. 401(k) Plan held $3.1M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Copple, Rockey, Schlecht & Mason P.C., L.L.O's EIN is 91-1824816.

EIN 91-1824816

Plan number 001

Plan year 2024

ACK ID 20250619111105NAL0004656080001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Copple, Rockey, Schlecht & Mason P.C., L.L.O from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Copple, Rockey, Schlecht & Mason P.C., L.L.O's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COPPLE, ROCKEY, SCHLECHT & MASON P.C., L.L.O.

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off