Assets by plan
Share of aggregate retirement assets
Filings through .
Copeland, Stair, Valz & Lovell, LLP
EIN 58-1478339law practiceLatest filing 2025
Plans
3
Retirement
2
$25.8M assets
Health & Benefits
1
$643K premiums
Participants
356
191 PEACHTREE STREET NE, SUITE 3600 - ATLANTA, GA 30303404-522-8220csvl.lawLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $25.8M assets / 218 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$3.0M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $643K premiums / 124 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$411K
- Dental$231K
- Vision$231K
- Life$231K
- Short-term disability$231K
- Long-term disability$231K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
COPELAND, STAIR, VALZ & LOVELL, LLP 401(K) PLAN
401(k)
Assets$22.8M
Participants129
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005
COPELAND, STAIR, VALZ & LOVELL, LLP ASSOCIATES 401(K) PLAN
401(k)
Assets$3.0M
Participants89
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
COPELAND, STAIR, VALZ & LOVELL, LLP BENEFIT WELFARE PLAN
Mixed - HCC LIFE INSURANCE COMPANY
Premiums$643K
Covered lives124
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | COPELAND, STAIR, VALZ & LOVELL, LLP 401(K) PLAN | 401(k) | $22.8M | 129 | 2025 |
| #005 | COPELAND, STAIR, VALZ & LOVELL, LLP ASSOCIATES 401(K) PLAN | 401(k) | $3.0M | 89 | 2025 |
- #004 · 401(k) · 2025129
- #005 · 401(k) · 202589
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | COPELAND, STAIR, VALZ & LOVELL, LLP BENEFIT WELFARE PLAN | Mixed | HCC LIFE INSURANCE COMPANY | $643K | 124 | 2025 |
- #502 · Mixed · HCC LIFE INSURANCE COMPANY · 2025124
Retirement plans
Health & Benefits plans