Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BENTSON COPPLE PATTERSON & ASSOCIATES, LLC
EIN 20-0727226management consultingLatest filing 2024
Plans
2
Retirement
2
$4.0M assets
Welfare
0
Participants
17
397 SOUTH SWING RD. - GREENSBORO, NC 27409336-379-8822bentsoncopple.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M assets / 17 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BENTSON COPPLE PATTERSON & ASSOCIATES LLC 401(K) PLAN
401k
Assets$3.1M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BENTSON COPPLE PATTERSON & ASSOCIATES LLC CASH BALANCE PLAN
CashBalance
Assets$919K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BENTSON COPPLE PATTERSON & ASSOCIATES LLC 401(K) PLAN | 401k | $3.1M | 13 | 2024 | |
| 002 | BENTSON COPPLE PATTERSON & ASSOCIATES LLC CASH BALANCE PLAN | CashBalance | $919K | 4 | 2024 |
Retirement plans