Employers › Copt Defense Properties
Recordkeeping fees per participant · Copt Defense Properties, LP Employee Retirement Savings Plan · plan year 2024
$102.10
Higher than 74% of the 5,847 plans $50 to 250M that report it.
= $57,993 / 568
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251006095812NAL0003455009001, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006095812NAL0003455009001, received 2025-10-06
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-06.
Administrative expenses excluding investment management, per participant
$102.10
Higher than 55% of the 8,758 plans $50 to 250M that report it.
= $57,993 / 568
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251006095812NAL0003455009001, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006095812NAL0003455009001, received 2025-10-06
Administrative expenses per participant
$102.10
Higher than 37% of the 9,042 plans $50 to 250M that report it.
= $57,993 / 568
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251006095812NAL0003455009001, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006095812NAL0003455009001, received 2025-10-06
Administrative expenses as a share of assets
0.053%
Higher than 21% of the 9,049 plans $50 to 250M that report it.
= $57,993 / $108,686,089
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251006095812NAL0003455009001, received 2025-10-06
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251006095812NAL0003455009001, received 2025-10-06
Employer contributions per participant
$3,629
Higher than 64% of the 9,105 plans $50 to 250M that report it.
= $2,061,282 / 568
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251006095812NAL0003455009001, received 2025-10-06
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006095812NAL0003455009001, received 2025-10-06
Employer share of total contributions
23.1%
Higher than 29% of the 9,112 plans $50 to 250M that report it.
= $2,061,282 / $8,919,056
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251006095812NAL0003455009001, received 2025-10-06
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251006095812NAL0003455009001, received 2025-10-06
Plan terms are described in Copt Defense Properties, LP's SEC filings: Form 11-K filed 2017-06-22 and Form 10-K filed 2021-02-12. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3F · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251006095812NAL0003455009001, received 2025-10-06
| Field | Value | Source |
|---|---|---|
| Plan sponsor | COPT DEFENSE PROPERTIES, LP | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251006095812NAL0003455009001, received 2025-10-06 |
| Plan name | COPT DEFENSE PROPERTIES, LP EMPLOYEE RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251006095812NAL0003455009001, received 2025-10-06 |
| Sponsor EIN / plan number | 23-2930022 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251006095812NAL0003455009001, received 2025-10-06 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251006095812NAL0003455009001, received 2025-10-06 |
| Sponsor location | COLUMBIA, MD | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251006095812NAL0003455009001, received 2025-10-06 |
| Industry (business code) | 531120, Real estate and rental and leasing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251006095812NAL0003455009001, received 2025-10-06 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251006095812NAL0003455009001, received 2025-10-06 |
| Filing received | 2025-10-06 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251006095812NAL0003455009001, received 2025-10-06 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251006095812NAL0003455009001, received 2025-10-06 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251006095812NAL0003455009001, received 2025-10-06 |
| Participants, beginning of year | 568 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251006095812NAL0003455009001, received 2025-10-06 |
| Active participants | 423 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251006095812NAL0003455009001, received 2025-10-06 |
| Participants, end of year | 583 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251006095812NAL0003455009001, received 2025-10-06 |
| Participants with an account balance | 568 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251006095812NAL0003455009001, received 2025-10-06 |
| Total assets, beginning of year | $98,699,568 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251006095812NAL0003455009001, received 2025-10-06 |
| Total assets, end of year | $108,686,089 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251006095812NAL0003455009001, received 2025-10-06 |
| Net assets, end of year | $108,686,089 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251006095812NAL0003455009001, received 2025-10-06 |
| Total income | $21,725,356 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251006095812NAL0003455009001, received 2025-10-06 |
| Net income | $9,986,521 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251006095812NAL0003455009001, received 2025-10-06 |
| Employer contributions | $2,061,282 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251006095812NAL0003455009001, received 2025-10-06 |
| Participant contributions | $4,782,089 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251006095812NAL0003455009001, received 2025-10-06 |
| Other contributions (incl. rollovers) | $2,075,685 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251006095812NAL0003455009001, received 2025-10-06 |
| Total contributions | $8,919,056 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251006095812NAL0003455009001, received 2025-10-06 |
| Benefit payments | $11,665,987 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251006095812NAL0003455009001, received 2025-10-06 |
| Total expenses (incl. benefit payments) | $11,738,835 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251006095812NAL0003455009001, received 2025-10-06 |
| Total administrative expenses | $57,993 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251006095812NAL0003455009001, received 2025-10-06 |
| Recordkeeping fees | $57,993 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251006095812NAL0003455009001, received 2025-10-06 |
| Administrative expenses excluding investment management | $57,993 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251006095812NAL0003455009001, received 2025-10-06 |
| Held in common/collective trusts | $73,557,192 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251006095812NAL0003455009001, received 2025-10-06 |
| Held in mutual funds | $33,461,688 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251006095812NAL0003455009001, received 2025-10-06 |
| Independent auditor | PRICEWATERHOUSECOOPERS LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251006095812NAL0003455009001, received 2025-10-06 |
Position = column in the DOL layout for form year 2024. Filing 20251006095812NAL0003455009001, received 2025-10-06.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| T ROWE PRICE RPS INCrecordkeeper | NONE | 15 Recordkeeping and information management; 21 Trustee (bank, trust company or similar); 25 Trustee (directed); 28 Investment management; 33 Securities brokerage; 37 Participant loan processing; 38 Participant communication; 49 Other services; 50 Direct payment from the plan; 52 Investment management fees paid indirectly by plan; 55 Other commissions; 59 Shareholder servicing fees; 62 Float revenue; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $57,993 | yes |
| CHARLES SCHWAB & CO., INC. | NONE | 33 Securities brokerage; 55 Other commissions; 62 Float revenue; 71 Securities brokerage commissions and fees | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251006095812NAL0003455009001, received 2025-10-06.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $98,699,568 | $108,686,089 | 10.1% |
| Participants with a balance | 561 | 568 | 1.2% |
| Administrative expenses | $53,129 | $57,993 | 9.2% |
| Recordkeeping fees per participant | $94.70 | $102.10 | 7.8% |
| Employer contributions | $1,835,618 | $2,061,282 | 12.3% |
Prior filing 20240919113806NAL0006077425001, received 2024-09-19; the plan years are contiguous.
Sponsor name as filed: COPT DEFENSE PROPERTIES, LP; SEC registrant: COPT DEFENSE PROPERTIES, L.P. (CIK 1577966, matched by EIN).