CANOPY ROADS ADVISORS LLC
Plan context: CANOPY ROADS ADVISORS LLC 401(K) PLAN
EIN 88-2788599 • Tallahassee, FL • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$1,228,963
2025 Contributions
$262,738
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $1,228,963 | $262,738 | $37,534iApproximate average salary by contribution assumption: employee only about $938,350 at 4% or $625,567 at 6%; with 50% employer match about $625,567 at 4% or $417,044 at 6%; with 100% employer match about $469,175 at 4% or $312,783 at 6%. |
| CANOPY ROADS ADVISORS LLC 401(K) PLAN | - | 7 | $1,228,963 | $262,738 | $37,534iApproximate average salary by contribution assumption: employee only about $938,350 at 4% or $625,567 at 6%; with 50% employer match about $625,567 at 4% or $417,044 at 6%; with 100% employer match about $469,175 at 4% or $312,783 at 6%. |
| 2024 | 1 | 7 | $832,172 | $420,991 | $60,142iApproximate average salary by contribution assumption: employee only about $1,503,539 at 4% or $1,002,360 at 6%; with 50% employer match about $1,002,360 at 4% or $668,240 at 6%; with 100% employer match about $751,770 at 4% or $501,180 at 6%. |
| CANOPY ROADS ADVISORS LLC 401(K) PLAN | - | 7 | $832,172 | $420,991 | $60,142iApproximate average salary by contribution assumption: employee only about $1,503,539 at 4% or $1,002,360 at 6%; with 50% employer match about $1,002,360 at 4% or $668,240 at 6%; with 100% employer match about $751,770 at 4% or $501,180 at 6%. |
| 2023 | 1 | 6 | $352,882 | $164,749 | $27,458iApproximate average salary by contribution assumption: employee only about $686,454 at 4% or $457,636 at 6%; with 50% employer match about $457,636 at 4% or $305,091 at 6%; with 100% employer match about $343,227 at 4% or $228,818 at 6%. |
| CANOPY ROADS ADVISORS LLC 401(K) PLAN | - | 6 | $352,882 | $164,749 | $27,458iApproximate average salary by contribution assumption: employee only about $686,454 at 4% or $457,636 at 6%; with 50% employer match about $457,636 at 4% or $305,091 at 6%; with 100% employer match about $343,227 at 4% or $228,818 at 6%. |
| 2022 | 1 | 5 | $153,624 | $153,937 | $30,787iApproximate average salary by contribution assumption: employee only about $769,685 at 4% or $513,123 at 6%; with 50% employer match about $513,123 at 4% or $342,082 at 6%; with 100% employer match about $384,843 at 4% or $256,562 at 6%. |
| CANOPY ROADS ADVISORS LLC 401(K) PLAN | - | 5 | $153,624 | $153,937 | $30,787iApproximate average salary by contribution assumption: employee only about $769,685 at 4% or $513,123 at 6%; with 50% employer match about $513,123 at 4% or $342,082 at 6%; with 100% employer match about $384,843 at 4% or $256,562 at 6%. |