Plan Snapshot
- Plan Sponsor: Al Copeland Investments, L.L.C.
- Sponsor EIN: 721110060
- Sponsor Address: 2601 SEVERN AVENUE, 2ND FLOOR, METAIRIE, LA, 70002
- Plan Type: 401(k)
- Total Participants: 464
- Total Assets: $13.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 464 | $13.3M | $395,988 | $759,538 |
| 2023 | 437 | $11.3M | $380,597 | $738,579 |
| 2022 | 400 | $10.0M | $387,133 | $754,495 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EISNERAMPER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $12,331 | — | $12,331 | — | — |
| 2023 | $9,533 | — | $9,533 | — | — |
| 2022 | $7,509 | — | $7,509 | — | — |