Al Copeland Investments, L.l.c. 401(k) Plan: Login, Facts & Contact Information

Al Copeland Investments, L.l.c. 401(k) Plan Facts

Plan name
AL COPELAND INVESTMENTS, L. L. C. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
AL COPELAND INVESTMENTS, L.L.C.
Participants
547 (464 active employees)
Former employees with a balance
73
Plan assets
$13,252,402 at Dec 31, 2024
Average account balance
$60,238 across 220 accounts
Employer contributions
$395,988 in plan year 2024 (34% of all contributions)
Recordkeeper
Stancorp Financial Group
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1997
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.16 million went into the plan in contributions, $395,988 of it from the employer (34%).
  • $645,262 was paid out to participants.
  • Investment and other income added $1.52 million.
  • Administrative expenses were $12,331, about $56 per account.

How the Al Copeland Investments, L.l.c. 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019668$9.30 million$390,229$1.35 million
2020626$10.3 million$383,999$1.45 million
2021609$11.9 million$419,560$1.04 million
2022550$10.0 million$387,133$893,483
2023521$11.3 million$380,597$1.63 million
2024547$13.3 million$395,988$645,262

Al Copeland Investments, L.l.c. 401(k) Contact Information

Phone
504-620-3750
Mailing address
2601 SEVERN AVENUE, 2ND FLOOR SUITE 202, METAIRIE LA 70002
Plan sponsor
AL COPELAND INVESTMENTS, L.L.C.
Employer identification number (EIN)
72-1110060
Plan number
001

Questions about the Al Copeland Investments, L.l.c. 401(k)

Does Al Copeland Investments, L.l.c contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $395,988, 34% of all contributions.

Does the Al Copeland Investments, L.l.c 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Al Copeland Investments, L.l.c 401(k) plan?

547 participants at the start of plan year 2024, 464 of them active employees, and 73 former employees who still had money in the plan.

What is the average 401(k) balance at Al Copeland Investments, L.l.c?

About $60,238 per account: $13.3 million in plan assets across 220 accounts with a balance at the end of plan year 2024.

Who manages the Al Copeland Investments, L.l.c 401(k) accounts?

The Standard (listed on the filing as STANCORP FINANCIAL GROUP) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Al Copeland Investments, L.l.c. How do I access my 401(k)?

Your account stays with The Standard after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

Related Companies
Headquarter: 501 MARTINDALE STREET, PITTSBURGH, PA, 15212
Headquarter: 10000 NW 15TH TERRACE, DORAL, FL, 33172
Headquarter: 1915 REXFORD ROAD, CHARLOTTE, NC, 28211
Headquarter: 8283 GREENSBORO DRIVE, MCLEAN, VA, 221023830
Headquarter: 30 IVAN ALLEN JR BLVD NW BIN SC1002, ATLANTA, GA, 30308