# Copeland, Stair, Valz & Lovell, LLP 401(k) Plan
Source: https://planprovider.pro/companies/copeland-stair-valz-lovell-llp-401k-plan-004

> Copeland, Stair, Valz & Lovell, LLP's 401(k) plan: 78 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Copeland, Stair, Valz & Lovell, LLP

- **Sponsor EIN:** 581478339

- **Sponsor Address:** 191 PEACHTREE STREET NE, SUITE 3600, ATLANTA, GA, 30303

- **Plan Type:** 401(k)

- **Total Participants:** 78

- **Total Assets:** $19.7M

## 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.|

| 2024|78|$19.7M|$375,268|$527,729|

| 2023|96|$17.5M|$440,892|$557,918|

| 2022|96|$16.4M|$413,555|$595,571|

## 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|

| MOORE COLSON CPAS AND ADVISORS|Auditor|—|—|$0|

## 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|$28,151|$10,688|—|—|—|

| 2023|$75,472|$52,819|—|—|—|

| 2022|$70,372|—|—|—|—|

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