Copeland Enterprises, Inc. 401(k) And Profit Sharing Plan
Sponsored by Copeland Enterprises, Inc. · EIN 042469226 · Plan #001
- Total assets
- $13.3M
- Net assets
- $13.3M
- Active participants
- 246
- With balances
- 263
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 |
|---|---|---|
| Mml Investors Services, Llc CRD 10409 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $30,584 |
| Mml Investors Services Llc | Investment advisory (plan) | $30,076 |