Lindsey Lanzisero signed Copeland, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Copeland, LP's EIN is 34-4210902.
Download the official 2024 Form 5500 (PDF) for Copeland, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Copeland, LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $86K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON | 36-6055558 | — | NONE | $5K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Inst'l Shares Mutual Fund | Common Collective Trusts | — | — | $69.7M | 12.2% | |
| Vanguard Target Retirement 2030 Trust II Collective Trust Fund | Common Collective Trusts | — | — | $66.3M | 11.6% | |
| VFTC TARGET RETIREMENT 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $63.7M | 11.2% | |
| VFTC TARGET RETIREMENT 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $52.7M | 9.2% | |
| Emerson Common Stock Common Stock | Common Stocks | — | — | $50.8M | 8.9% | |
| Vanguard Target Retirement 2035 Trust II Collective Trust Fund | Common Collective Trusts | — | — | $41.9M | 7.4% | |
| VFTC TARGET RETIREMENT 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $41.6M | 7.3% | |
| Vanguard Growth Index Fund Inst Mutual Fund | Common Collective Trusts | — | — | $32.9M | 5.8% | |
| Vanguard Target Retirement 2025 Trust II Collective Trust Fund | Common Collective Trusts | — | — | $32.2M | 5.7% | |
| VFTC TARGET RETIREMENT 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $31.5M | 5.5% | |
| VFTC TARGET RETIREMENT 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $28.6M | 5.0% | |
| Vanguard Target Retirement 2045 Trust II Collective Trust Fund | Common Collective Trusts | — | — | $25.8M | 4.5% | |
| VFTC TARGET RETIREMENT 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $25.2M | 4.4% | |
| Dodge & Cox Stock Fund; Class X Mutual Fund | Mutual Funds | — | — | $24.3M | 4.3% | |
| Primecap Odyssey Aggressive Growth Fund Mutual Fund | Mutual Funds | — | — | $22.8M | 4.0% | |
| Vanguard U.S. Growth Fund Admiral Shares Mutual Fund | Mutual Funds | — | — | $21.6M | 3.8% | |
| VFTC TARGET RETIREMENT 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $19.0M | 3.3% | |
| JPMorgan 100% U.S. Treasury Securities MM Fnd; Cap Shr Mutual Fund | Other securities | — | — | $15.6M | 2.7% | |
| Vanguard Extended Market Index Fund: Inst'l Shares Mutual Fund | Common Collective Trusts | — | — | $15.1M | 2.6% | |
| VFTC TARGET RETIREMENT 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $14.4M | 2.5% | |
| Vanguard Selected Value Fund Mutual Fund | Mutual Funds | — | — | $14.0M | 2.5% | |
| Vanguard Total Bond Market Index Fund: Inst'l Shr Mutual Fund | Common Collective Trusts | — | — | $13.0M | 2.3% | |
| Vanguard Target Retirement 2020 Trust II Collective Trust Fund | Common Collective Trusts | — | — | $12.7M | 2.2% | |
| VFTC TARGET RETIREMENT 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $11.7M | 2.1% | |
| Vanguard Value Index Fund Institutional Shares Mutual Fund | Common Collective Trusts | — | — | $10.7M | 1.9% | |
| Vanguard Total International Stock Index Fund: Inst'l Shr Mutual Fund | Common Collective Trusts | — | — | $8.4M | 1.5% | |
| LS CORE PL FIXED INCOME TRUST CL C LOOMIS, SAYLES & COMPANY, L.P. · EIN 84-6391546 / PN 101 | Common Collective Trust | — | — | $7.6M | 1.3% | |
| VFTC TARGET RETIREMENT INC TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $6.3M | 1.1% | |
| with maturities through July 2031 | Other securities | — | — | $6.2M | 1.1% | |
| Participant loans maturities through September 2033 | Participant loans | — | — | $5.8M | 1.0% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | — | $5.4M | 1.0% | |
| VFTC TARGET RETIREMENT 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $5.4M | 0.9% | |
| Vanguard Short-Term Bond Index Fund Institutional Mutual Fund | Common Collective Trusts | — | — | $4.2M | 0.7% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shr Mutual Fund | Common Collective Trusts | — | — | $2.3M | 0.4% | |
| VFTC TARGET RETIREMENT 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $859K | 0.2% | |
| Vanguard Cash Reserves Federal MM Fund Admiral Shares Mutual Fund | Mutual Funds | — | — | $413K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | 26-0058143 | — | NONE | $20K | — |
