How big is Canopy Financial, LLC's plan?

Canopy Financial, LLC's plan reported $1.0M in assets and 5 participants for 2025.

Original filing (PDF)20260204120910NAL0005720066001

Canopy Financial, LLC

Name: Canopy Financial, LLC — Canopy Financial 401(k) Plan, Form 5500 (2025)
Creator: Canopy Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Canopy Financial 401(k) Plan

401(k) retirement plan · Canopy Financial, LLC's Canopy Financial 401(k) Plan held $1.0M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

David Frietch signed Canopy Financial, LLC's 2025 Form 5500 as plan administrator.

David Frietch — 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

Canopy Financial, LLC's EIN is 93-2473369.

EIN 93-2473369

Plan number 001

Plan year 2025

ACK ID 20260204120910NAL0005720066001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Canopy Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Canopy Financial, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

Helping the score