# Cotter Consulting, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cotter-consulting-inc-401k-plan

> Cotter Consulting, INC.'s 401(k) plan: 124 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cotter Consulting, INC.

- **Sponsor EIN:** 363735857

- **Sponsor Address:** 100 S. WACKER DRIVE, SUITE 920, CHICAGO, IL, 60606

- **Plan Type:** 401(k)

- **Total Participants:** 124

- **Total Assets:** $18.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|124|$18.9M|$625,112|$1.1M|

| 2023|103|$15.4M|$294,184|$871,860|

| 2022|87|$12.9M|$253,863|$754,393|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| GLOBAL RETIREMENT PARTNERS|INVESTMENT ADVISORY-PLAN|$33,479|—|$33,479|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$16,233|—|$16,233|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GLOBAL RETIREMENT PARTNERS](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISORY-PLAN

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $49,712

- **Estimated Expense Ratio:** 0.263% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$52,312|$52,312|—|—|—|

| 2023|$40,602|$40,602|—|—|—|

| 2022|$40,793|—|—|—|—|

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