Cope Retirement 403(b) Plan
Sponsored by Cope Community Services, Inc. · EIN 860363717 · Plan #001
- Total assets
- $19.8M
- Net assets
- $19.8M
- Active participants
- 391
- With balances
- 508
Plan year beginning 01/01/2024 · Automatic enrollment, Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Other fees | $56,098 |