P 401(k) Plan Report

Stable plan record

COPELAND CAPITAL MANAGEMENT LLC 401(K) SALARY REDUCTION PLAN

Sponsored by COPELAND CAPITAL MANAGEMENT LLC · EIN/PN 203145515-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$19,062
Administrative cost per participant
2025
$203
Active participants
2025
30
Total plan assets
2025
$25,070,072
Participant loans as a share of assets
2025
0.1%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260721090329NAL001379648000130$19,062
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.