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  2. COPE JORDAN INC.
Sponsor portfolio

COPE JORDAN INC.

EIN 46-0587746-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
72
4465 SAUCON CREEK ROAD - CENTER VALLEY, PA 18034610-428-4132
Plans on this EIN
2 filings
#001ProfitSharing-$2.8M - 21 part#002401k-$251K - 51 part

Retirement portfolio analytics

2 plans aggregated / $3.1M assets / 72 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • INC RETIREMENT PLAN (#001)92%
  • VALLEY 401K PLAN (#002)8%
Total $3.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • VALLEY 401K PLAN (#002)51
  • INC RETIREMENT PLAN (#001)21
Total 72Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

COPE JORDAN INC RETIREMENT PLAN

ProfitSharing

Assets$2.8M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

KIDDIE ACADEMY OF CENTER VALLEY 401K PLAN

401k

Assets$251K
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001COPE JORDAN INC RETIREMENT PLANProfitSharing$2.8M212025
002KIDDIE ACADEMY OF CENTER VALLEY 401K PLAN401k$251K512025
Retirement plans
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