Copeland, Cook, Taylor and Bush 401(k) match, vesting and fees
What Copeland, Cook, Taylor and Bush's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Epic Retirement Plan Services | Schedule C ↗ |
| Independent auditor | Watkins, Ward, & Stafford, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Copeland, Cook, Taylor and Bush: employer contribution per participant | $1,809 | |
| Peer median | $2,521 |
| Copeland, Cook, Taylor and Bush: average balance | $173,855 | |
| Peer median | $75,833 |
| Copeland, Cook, Taylor and Bush: admin expenses ÷ assets | 0.44% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $22.4M at the end of plan year 2021 to $19.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 119 | $19.3M | $201K | $1,809 | 0.44% | Not published | Form 5500 ↗ |
| 2023 | 127 | $18.6M | $211K | $1,743 | 0.42% | Not published | Form 5500 ↗ |
| 2022 | 139 | $19.1M | $239K | $1,811 | 0.38% | Not published | Form 5500 ↗ |
| 2021 | 143 | $22.4M | $253K | $1,784 | 0.45% | Not published | Form 5500 ↗ |
Common questions
Does Copeland, Cook, Taylor and Bush match 401(k) contributions?
The match terms for the Copeland, Cook, Taylor and Bush, P. A. Salary Reduction Plan have not been published from its filing yet. The plan year 2024 filing reports $201K in employer contributions, about $1,809 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Copeland, Cook, Taylor and Bush 401(k) match vested?
The vesting schedule for the Copeland, Cook, Taylor and Bush, P. A. Salary Reduction Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Copeland, Cook, Taylor and Bush 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Epic Retirement Plan Services. The plan administrator is Copeland, Cook, Taylor and Bush, P.A..
I left Copeland, Cook, Taylor and Bush. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Copeland, Cook, Taylor and Bush, P.A., (601) 427-1207) or the recordkeeper, Epic Retirement Plan Services. The Copeland, Cook, Taylor and Bush old 401(k) page lists the contacts from every plan filing. Find an old Copeland, Cook, Taylor and Bush 401(k)
Data from the public Form 5500 annual reports Copeland, Cook, Taylor and Bush filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Copeland, Cook, Taylor and Bush. Not financial advice. Report a correction · Methodology