Plan Snapshot
- Plan Sponsor: Copeland, LP
- Sponsor EIN: 344210902
- Sponsor Address: 8100 W. FLORISSANT AVE, ST. LOUIS, MO, 63136
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 5,086
- Total Assets: $657.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 5,086 | $657.7M | $0 | $0 |
| 2024 | 4,162 | $570.2M | $6.6M | $6.8M |
| 2023 | 4,165 | $569.9M | $30.8M | $30.8M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Other Service Provider | $336,084 | — | $336,084 |
| GRANT THORNTON | Other Service Provider | $100,800 | — | $100,800 |
| CAPTRUST | Other Service Provider | $81,800 | — | $81,800 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $518,684
- Estimated Expense Ratio: 0.079% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $71,610,631 | — | — | — | — |
| 2024 | $105,514 | — | — | — | — |
| 2023 | $359,613 | — | — | — | — |