Copper Hill Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Copper Hill Inc. · EIN 463487516 · Plan #001
- Total assets
- $6.2M
- Net assets
- $6.2M
- Active participants
- 214
- With balances
- 239
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 |
|---|---|---|
| Ameriprise Financial Services, Llc CRD 6363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Investment management, Shareholder servicing fees | $20,505 |
| Iron Fiduciary | Investment management, Shareholder servicing fees | $2,716 |
| Nationwide | Investment management, Shareholder servicing fees | $1,179 |
| Nationwide | Recordkeeping, Participant loan processing, Shareholder servicing fees | $543 |
| Nationwide Retirement Plans | Investment management, Shareholder servicing fees | $465 |
| Ameriprise Financial Services Llc | Investment management, Shareholder servicing fees | $0 |
| Ameriprise Financial Services | Investment management, Shareholder servicing fees | $0 |
| Ameriprise Financial Services Llc | Investment management, Shareholder servicing fees | $0 |