Plan Ledger DOL Form 5500 · updated monthly

Copeland, Cook, Taylor and Bush, P.A.401(k)

COPELAND, COOK, TAYLOR AND BUSH, P. A. SALARY REDUCTION PLAN · RIDGELAND, MS · plan year 2024

Reported admin expense ratio · 2024
0.44%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Copeland, Cook, Taylor and Bush, P.A. reported $83,427 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $3,291 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.38% to 0.44%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 99th-largest of 367 plans among Mississippi employers on file, and the 5,687th of 11,654 in professional & technical services. In 2024, employees put in $1.53 for every $1.00 the employer contributed; active participation has shrunk from 68 to 61 since 2022.

Plan summary
Net assets, end of year$19,297,927
Participants with balances111
Active participants61
Employer contributions$200,769
Employee contributions$308,015
Employer contribution per active participant$3,291
Average account balance$173,855
Benefits paid to participants$2,252,559
Plan auditUnmodified (clean) audit opinion
AuditorWATKINS, WARD, & STAFFORD, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$19.3M · 111 accts · $201K emplr
2023$18.6M · 121 accts · $211K emplr
2022$19.1M · 132 accts · $239K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,177
Investment management$50,000
Audit (IQPA)$13,250
Total administrative$83,427
The Copeland, Cook, Taylor and Bush, P.A. 401(k) match · 2024
Employer contribution per active participant$3,291
Median for plans this size$2,416
2024$3,291 per active participant
2023$3,348 per active participant
2022$3,516 per active participant

Copeland, Cook, Taylor and Bush, P.A.'s 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$18,164
BANKPLUS WEALTH MANAGEMENT · Investment advisory (plan) · Investment management$50,000
WATKINS, WARD AND STAFFORD, PLLC · Accounting / audit$13,250

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$83,427 · 0.44%
2023$78,728 · 0.42%
2022$79,385 · 0.38%
Similar plansProfessional & Technical Services · Mississippi
Forman Watkins Krutz LLP MS$26.1M · 0.01%
Seemann Composites, LLC MS$21.5M · 0.16%
Youngwilliams, P.C. MS$19.8M · 0.43%
Waggoner Engineering, Inc. MS$10.9M · 0.41%
HR New Hire, LLC MS$8.0M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 640854435 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.