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Sponsor portfolio

COPELAND, STAIR, VALZ & LOVELL, LLP

EIN 58-1478339-law practice-Latest filing 2025
Plans
3
Retirement
2
$22.4M assets
Welfare
1
$643K premiums
Participants
351
191 PEACHTREE ST NE, STE 3600 - ATLANTA, GA 30303404-522-8220csvl.lawLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#004401k-$19.7M - 125 part#005401k-$2.7M - 88 part#502Mixed-$643K - 124 lives

Retirement portfolio analytics

2 plans aggregated / $22.4M assets / 213 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • LOVELL, LLP 401(K) (#004)88%
  • LLP ASSOCIATES 401(K) (#005)12%
Total $22.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
88%top
  • TRANSAMERICA RETIREMENT SOLUTIONS88%
  • (Not disclosed)12%
Total $22.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LOVELL, LLP 401(K) (#004)125
  • LLP ASSOCIATES 401(K) (#005)88
Total 213Click row to drill in

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
Total $643K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • HCC LIFE INSURANCE COMPANY64%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA36%
Total $643K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • PATRIOT GROWTH INSURANCE SERVICES100%
Total $34K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

COPELAND, STAIR, VALZ & LOVELL, LLP 401(K) PLAN

401k

Assets$19.7M
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

COPELAND, STAIR, VALZ & LOVELL, LLP ASSOCIATES 401(K) PLAN

401k

Assets$2.7M
Participants88
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

COPELAND, STAIR, VALZ & LOVELL, LLP BENEFIT WELFARE PLAN

Mixed - HCC LIFE INSURANCE COMPANY

Premiums$643K
Covered lives124
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004COPELAND, STAIR, VALZ & LOVELL, LLP 401(K) PLAN401k$19.7M1252024
005COPELAND, STAIR, VALZ & LOVELL, LLP ASSOCIATES 401(K) PLAN401k$2.7M882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502COPELAND, STAIR, VALZ & LOVELL, LLP BENEFIT WELFARE PLANMixedHCC LIFE INSURANCE COMPANY$643K1242025
Retirement plans
Welfare plans
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