How big is Copeland Capital Management LLC's plan?

Copeland Capital Management LLC's plan reported $22.6M in assets and 30 participants for 2024.

Original filing (PDF)20250707140910NAL0002027843001

Copeland Capital Management LLC

Name: Copeland Capital Management LLC — Copeland Capital, Form 5500 (2024)
Creator: Copeland Capital Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Copeland Capital Management LLC 401(k) Salary Reduction Plan

401(k) retirement plan · Copeland Capital Management LLC's Copeland Capital Management LLC 401(k) Salary Reduction Plan held $22.6M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$22.6M

Net assets (EOY)

$22.6M

People on this filing

Steven J. Adams signed Copeland Capital Management LLC's 2024 Form 5500 as plan administrator.

Steven J. Adams — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Copeland Capital Management LLC's EIN is 20-3145515.

EIN 20-3145515

Plan number 001

Plan year 2024

ACK ID 20250707140910NAL0002027843001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Copeland Capital Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Copeland Capital Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COPELAND CAPITAL MANAGEMENT LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score