Copart, Inc. 401(k) Retirement Savings Plan
Sponsored by Copart, Inc. · EIN 942867490 · Plan #001
- Total assets
- $134M
- Net assets
- $131M
- Active participants
- 7,203
- With balances
- 5,638
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 |
|---|---|---|
| Lockton Investment Advisors, Llc CRD 144133 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance & Annuity | Investment advisory (participants), Recordkeeping fees | $487,453 |
| Lockton Investment Advisors, Llc | Investment advisory (participants) | $72,694 |
| Morningstar Investment Management | Investment advisory (participants) | $28,547 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $3,150 |