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Sponsor portfolio

MARK COPELAND, A SOLE PROPRIETORSHIP

EIN 81-4809775-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
10
610 NEWPORT CENTER DRIVE, SUITE 300 - NEWPORT BEACH, CA 92660949-705-5199
Plans on this EIN
2 filings
#001TraditionalDB-$3.0M - 4 part#002ProfitSharing-$827K - 6 part

Retirement portfolio analytics

2 plans aggregated / $3.8M assets / 10 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • SKYLINE PLAN (#001)78%
  • PROFIT SHARING PLAN (#002)22%
Total $3.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)6
  • SKYLINE PLAN (#001)4
Total 10Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SKYLINE PLAN

TraditionalDB

Assets$3.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SKYLINE PROFIT SHARING PLAN

ProfitSharing

Assets$827K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SKYLINE PLANTraditionalDB$3.0M42024
002SKYLINE PROFIT SHARING PLANProfitSharing$827K62024
Retirement plans
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