# Cottingham And Butler Insurance Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cottingham-and-butler-insurance-services-inc-401k-plan

> Cottingham And Butler Insurance Services, INC.'s 401(k) plan: 1,316 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cottingham And Butler Insurance Services, INC.

- **Sponsor EIN:** 420198040

- **Sponsor Address:** 151 WEST 8TH STREET, DUBUQUE, IA, 52001

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

- **Total Participants:** 1,316

- **Total Assets:** $213.9M

## 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.|

| 2024|1,316|$213.9M|$6.5M|$8.3M|

| 2023|1,291|$185.2M|$5.8M|$7.4M|

| 2022|1,191|$151.4M|$5.3M|$6.8M|

## 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|

| THE VANGUARD GROUP, INC.|NONE|$47,343|—|$47,343|

| EIDE BAILLY LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [EIDE BAILLY LLP](https://planprovider.pro/provider/eide-bailly-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $47,343

- **Estimated Expense Ratio:** 0.022% 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|$42,993|—|—|—|—|

| 2023|$42,478|—|—|—|—|

| 2022|$33,591|—|—|—|—|

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