Copper Mesa Packaging (Sample)Live signal
EIN 00-0001009 · Chandler, AZ 85004
Copper Mesa Packaging (Sample) 401(K) Plan · 401(k)
4.6×
more likely to switch
Live signals — why this plan is moving NOW
4.6× illustrative multiplier · 1 live sample signal
This development gives you a specific reason to investigate the plan relationship.
What 4.6× means: an estimated provider-change likelihood 4.6 times the model baseline over the next 12 months. This is a relative comparison, not a percentage or a guarantee.
The proprietary Pre-Switch Signal Stack connects current signals with patterns seen before actual provider changes. These sample multipliers illustrate the workflow; signal counts are not added together to calculate them.
Advisor potentially approaching retirement
The sample advisor may be nearing a succession decision. Confirm the relationship before reaching out.
Why it scored
- Advisor potentially approaching retirement: The sample advisor may be nearing a succession decision. Confirm the relationship before reaching out.
Decision maker
Sample Plan Administrator
Plan administrator on the filing
Plan facts (latest Form 5500)
| Total assets | $7,175,000 |
| Participants | 111 |
| Recordkeeper | Sample Retirement Services |
| TPA | Sample Plan Administration |
The transition score, multiplier, and live signals on this page are Change Predictor data. The Report Card shows the plan's quality benchmarks — the two products score different things.