Cope Plastics, Inc. Profit Sharing Plan
Sponsored by Cope Plastics, Inc. · EIN 370774093 · Plan #002
- Total assets
- $45.0M
- Net assets
- $45.0M
- Active participants
- 339
- With balances
- 406
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 |
|---|---|---|
| Tfb Advisors, Llc CRD 321870 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tfb Advisors, Llc | Investment advisory (participants), Investment advisory (plan) | $85,984 |
| Nationwide | Contract administrator, Recordkeeping, Custodial (other) | $70,244 |
| Tax Favored Benefits, Inc. | Recordkeeping, Direct payment from the plan, Redemption fees | $15,317 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $8,599 |