Plan Snapshot
- Plan Sponsor: Cotting School, INC.
- Sponsor EIN: 042104328
- Sponsor Address: 453 CONCORD AVE., LEXINGTON, MA, 02421
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 226
- Total Assets: $22.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 226 | $22.3M | $0 | $0 |
| 2024 | 128 | $19.6M | $601,535 | $618,524 |
| 2023 | 125 | $17.4M | $602,201 | $625,139 |
| 2022 | 123 | $17.6M | $645,675 | $640,150 |
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 |
|---|---|---|---|---|
| LEONARD MULHERIN AND GREENE, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $2,198,182 | $276 | — | — | — |
| 2024 | $611 | — | — | — | — |
| 2023 | $900 | — | — | — | — |
| 2022 | $125 | — | — | — | — |