Plan Ledger DOL Form 5500 · updated monthly

Copper Crm, Inc.401(k)

COPPER CRM 401(K) PLAN · SAN FRANCISCO, CA · plan year 2022

Reported admin expense ratio · 2022
0.33%

Copper Crm, Inc. reported $12,180 in plan administrative expenses for 2022: 0.33% of average plan assets, below the peer median. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (7,709th of 9,483), and 10,430th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$3,283,477
Participants with balances80
Active participants40
Employer contributions—
Employee contributions$398,279
Employer contribution per active participant—
Average account balance$41,043
Benefits paid to participants$411,092
Plan auditUnmodified (clean) audit opinion
AuditorFRANK, RIMERMAN & CO., LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$12,180
Total administrative$12,180
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$12,180 · 0.33%
Similar plansProfessional & Technical Services · California
Sd&A Teleservices, Inc. CA$3.3M · 0.03%
Team Ahr, LLC CA$3.3M · 0.69%
Tentek, Inc. CA$3.3M · 0.32%
Fronteo USA, Inc. CA$3.3M · 0.02%
Xx Artists CA$3.2M · 0.12%
Hmfdf Inc. CA$3.2M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 455523339 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.