Plan Ledger DOL Form 5500 · updated monthly

Copeland, LP401(k)

COPELAND EMPLOYEE SAVINGS INVESTMENT PLAN · ST. LOUIS, MO · plan year 2025

Reported admin expense ratio · 2025
0.08%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Copeland, LP reported $494,984 in plan administrative expenses for 2025: 0.08% of average plan assets, above the peer median. Employer contributions averaged $5,777 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.07% to 0.08%. The plan sits in the $250M–$1B size bracket, benchmarked here against 230 comparable plans and shown alongside other manufacturing employers. By assets it is the 48th-largest of 1,393 plans among Missouri employers on file, and the 460th of 13,661 in manufacturing. In 2025, employees put in $1.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$657,666,657
Participants with balances4,987
Active participants4,274
Employer contributions$24,691,508
Employee contributions$30,741,676
Employer contribution per active participant$5,777
Average account balance$131,876
Benefits paid to participants$70,996,419
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2025$657.7M · 4,987 accts · $24.7M emplr
2024$570.2M · 4,844 accts · $6.6M emplr
2023$569.9M · 4,851 accts · $30.8M emplr
The Copeland, LP 401(k) match · 2025
Employer contribution per active participant$5,777
Median for plans this size$4,295
2025$5,777 per active participant
2024$1,596 per active participant
2023$7,383 per active participant

Copeland, LP's 2025 employer contribution ran above the $4,295 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$336,084
GRANT THORNTON$100,800
CAPTRUST · Investment advisory (plan)$81,800

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025Vanguard
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2025$494,984 · 0.08%
2024$105,514 · 0.02%
2023$359,613 · 0.07%
Same employer
Similar plansManufacturing · Missouri
Post Holdings, Inc. MO$1.2B · 0.08%
Meh, Inc. MO$851.2M · 0.03%
Nidec Motor Corporation MO$649.9M · 0.10%
Bunge North America, Inc MO$534.6M · 0.02%
Esco Technologies Inc. MO$508.1M · 0.04%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 344210902 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.