Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COPELAND CAPITAL MANAGEMENT, LLC
EIN 20-3145515investment managementLatest filing 2025
Plans
2
Retirement
2
$29.4M assets
Welfare
0
Participants
63
161 WASHINGTON STREET, SUITE 1325 - CONSHOHOCKEN, PA 19428484-351-3700copelandcapital.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $29.4M assets / 63 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COPELAND CAPITAL MANAGEMENT LLC 401(K) SALARY REDUCTION PLAN
401k
Assets$25.1M
Participants35
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
COPELAND CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN
CashBalance
Assets$4.4M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COPELAND CAPITAL MANAGEMENT LLC 401(K) SALARY REDUCTION PLAN | 401k | $25.1M | 35 | 2025 | |
| 002 | COPELAND CAPITAL MANAGEMENT, LLC CASH BALANCE PLAN | CashBalance | $4.4M | 28 | 2025 |
Retirement plans