Copeland, Stair, VALZ & Lovell, LLP 401(k) Plan

The Copeland, Stair, VALZ & Lovell, LLP 401(k) on its latest Form 5500

Copeland, Stair, VALZ & Lovell, LLP (EIN 58-1478339) reports COPELAND, STAIR, VALZ & LOVELL, LLP 401(K) PLAN on its most recent Form 5500, with $22.4M in plan assets across 125 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Copeland, Stair, VALZ & Lovell, LLP filing — schedules, fees, and providers.

Who runs the Copeland, Stair, VALZ & Lovell, LLP 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Copeland, Stair, VALZ & Lovell, LLP 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GREENSPRING ADVISORS.

How to check your Copeland, Stair, VALZ & Lovell, LLP 401(k)

• Log in to Transamerica’s participant portal (the site on your statements).
• Ask Copeland, Stair, VALZ & Lovell, LLP HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).