Copa Health 403(b) Retirement Plan
Sponsored by Copa Health, Inc. · EIN 844608444 · Plan #001
- Total assets
- $12.7M
- Net assets
- $12.7M
- Active participants
- 773
- With balances
- 388
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $84,603 |
| July Business Services Inc | Contract administrator, Other services, Direct payment from the plan | $15,578 |
| Commonwealth Financial Network | Investment advisory (plan), Other fees | $0 |