Copeland Employee Savings Investment Plan
Sponsored by Copeland, Lp · EIN 344210902 · Plan #001
- Total assets
- $570M
- Net assets
- $570M
- Active participants
- 4,162
- With balances
- 4,844
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $85,814 |
| Captrust | Investment advisory (plan) | $20,000 |
| Grant Thornton | Other fees | $5,000 |