Copeland, Stair, Valz & Lovell, Llp 401(k) Plan
Sponsored by Copeland, Stair, Valz & Lovell, Llp · EIN 581478339 · Plan #004
- Total assets
- $19.7M
- Net assets
- $19.7M
- Active participants
- 78
- With balances
- 123
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Greenspring Advisors, Llc CRD 132669 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $17,463 |
| Greenspring Advisors, Llc | Investment advisory (plan) | $10,688 |