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Company:
Al Copeland Investments, Inc.
Plan:
Al Copeland Investments, Inc. 401k Plan
 

Al Copeland Investments, Inc.

52 Plan: Al Copeland Investments, Inc. 401k Plan

 
 
52
12
61
83
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 31 point difference between this plan's BrightScope Rating (52) and the top rated plan (83) could equate to:
[How is this calculated?]
14 additional years of work
Up to $202,800 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Al Copeland Investments, Inc. 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 52. This plan is in the top 35% of plans for Investment Menu Quality. Al Copeland Investments, Inc. 401k Plan currently has over 700 active participants and over $3.4M in plan assets.

 

 Retirement Plan Details

Address 1001 S Harimaw Ct
Metairie, LA 70001-6233 
Industry All Other Professional, Scientific, and Technical Services
Administrator Gari B. St. Philip
Net Plan Assets $3,370,000
Total Participants 720
Avg Account Balance $4,700

 Top 3 Funds in this 401k

1. Hartford Capital Appreciation HLS 20%
2. American Funds Growth Fund of America 15%
3. Oppenheimer Developing Markets 12%

  Plan Service Providers

Auditor Malcolm M. Dienes, LLC
Insurance Carrier Hartford
Insurance Advisor/Broker FSC Securities
Insurance Advisor/Broker Eustis Benefits LLC

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