Plan Snapshot
- Plan Sponsor: Cotter Corporation
- Sponsor EIN: 850125530
- Sponsor Address: 7800 EAST DORADO PLACE, 210, ENGLEWOOD, CO, 80111
- Plan Type: DB
- Total Participants: 0
- Total Assets: $14.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $14.1M | $450,000 | $0 |
| 2023 | 0 | $14.4M | $450,000 | $0 |
| 2022 | 0 | $13.8M | $1.2M | $0 |
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 |
|---|---|---|---|---|
| HAYNIE & COMPANY | Auditor | $16,215 | — | $16,215 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAYNIE & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,215
- Estimated Expense Ratio: 0.115% 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 | $154,891 | $35,384 | — | $16,215 | — |
| 2023 | $153,467 | $64,856 | — | $15,225 | — |
| 2022 | $150,022 | — | — | — | $150,022 |