Copley Equity Partners LLC

EIN 45-2124261venture capital & private equityLatest filing 2025

Plans

Retirement

$3.9M assets

Welfare

Participants

150 NEWPORT AVENUE EXT - QUINCY, MA 021712150720-465-6694copleyequity.comLinkedIn11-50 employeesventure capital & private equity

Plans on this EIN

1 filing

#001401(k)-$3.9M - 33 part

Plan deep-dives

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Retirement#001

COPLEY EQUITY PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$3.9M

Participants33

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #	Name	Type	Assets	Participants	Latest year
001	COPLEY EQUITY PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST	401(k)	$3.9M	33	2025

Retirement plans

Filings through Oct 24, 2026.

Sponsor portfolio