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

Wealthminder's Take

Al Copeland Investments, L.l.c. 401(k) Plan at Al Copeland Investments, L.l.c. in the Retail Trade industry has 24 investment options, and a total of $4,590,230.00 in assets. With 751 participants, the Al Copeland Investments, L.l.c. 401(k) Plan has an average balance per participant of $6,112.16.

Plan Ratings
Compared to other Retail Trade plans
Wealthminder Rating
2
36
Your Plan
90

The Wealthminder rating is a quantitative scoring of 401k plans based on information submitted in regulatory filing documents. The rating was developed by Wealthminder and benchmarks a company's 401k plan against other plans in its industry peer group.

Wealthminder designed the rating to help employees to evaluate the relative quality of their employer's 401k plan, as well as for administrators to identify areas where they can make improvements.

Component Rating
Score
Total Plan Cost
16
Company Match Level
84
Employee Participation Rate
19
Employee Contribution Level
47
Average Balance Size
21
Al Copeland Investments, L.l.c. Details
Address
1001 Harimaw Court South
Metairie, LA 70001
Telephone
504-830-1000
Total Assets
$4,590,230.00
Filing Year
2,015
Plan Type
Single Employer
Total Participants
751
Plan Investment Options
Name
Sponsor
Current Value
Advantus S&p 500 Index
Minnesota Life Insurance Company
$1,542,884.00
Vanguard Extended Market Adm
Minnesota Life Insurance Company
$438,754.00
Vanguard Tot Intl Stk Idx Adm
Minnesota Life Insurance Company
$422,729.00
Vanguard Tot Bond Mkt Idx Adm
Minnesota Life Insurance Company
$381,907.00
Vanguard Interm Bond Idx Adm
Minnesota Life Insurance Company
$364,417.00
T. Rowe Price Large Cap Growth
Minnesota Life Insurance Company
$117,643.00
Ivy Science & Tech Fund Cl Y
Minnesota Life Insurance Company
$89,661.00
Columbia Dividend Opportunity
Minnesota Life Insurance Company
$81,588.00
Vanguard Wellesley Income Adm
Minnesota Life Insurance Company
$56,111.00
Pimco Total Return A
Minnesota Life Insurance Company
$55,605.00
American Cent Mid Cap Value, I
Minnesota Life Insurance Company
$51,101.00
Disciplined Gro Mid Cap Gro
Minnesota Life Insurance Company
$43,590.00
Vanguard Small-cap Idx Adm
Minnesota Life Insurance Company
$40,140.00
Ivy Real Estate Sec Fund Cl Y
Minnesota Life Insurance Company
$27,360.00
Invesco Intl Growth, R5
Minnesota Life Insurance Company
$27,065.00
Allianzgi Nfj Intl Val, I
Minnesota Life Insurance Company
$26,797.00
Dfa Infl-protected Sec Port, I
Minnesota Life Insurance Company
$22,238.00
Vanguard Emerg Mkt Stk Ind Adm
Minnesota Life Insurance Company
$21,272.00
Hotchkis & Wiley High Yield I
Minnesota Life Insurance Company
$20,676.00
Van Eck Global Hard Assets, I
Minnesota Life Insurance Company
$8,196.00
Janus Triton Fund, Class I
Minnesota Life Insurance Company
$5,896.00
Ivy Asset Strategy Fund Cl Y
Minnesota Life Insurance Company
$3,752.00
Dfa U.s. Targeted Value Port
Minnesota Life Insurance Company
$3,016.00
Pimco High Yield Fund Instl
Minnesota Life Insurance Company
$.00
Service Providers
  • Minnesota Life Insurance Company
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