Coppersmith 401(k) Profit Sharing Plan
Sponsored by L.E. Coppersmith, Llc · EIN 952127927 · Plan #001
- Total assets
- $17.3M
- Net assets
- $17.3M
- Active participants
- 133
- With balances
- 144
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group, Llc | Investment advisory (plan) | $29,462 |
| Empower Annuity Insurance Company | Recordkeeping fees | $22,542 |
| Empower Advisory Group, Llc | Investment management | $8,822 |
| Futureplan By Ascensus Kravitz, Llc | Contract administrator | $0 |