Sponsor portfolio
COPELAND FINANCIAL
EIN 32-0055596Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$806K assets
Welfare
0
Participants
5
336 S. MAIN STREET - FINDLAY, OH 45840419-423-7829
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COPELAND FINANCIAL 401(K) PLAN | 401k | $806K | 5 | 2025 |
Retirement plans