Plan Snapshot
- Plan Sponsor: Cottonwood Capital Management, INC.
- Sponsor EIN: 262255801
- Sponsor Address: 1245 BRICKYARD RD STE 250, SALT LAKE CITY, UT, 84106
- Plan Type: 401(k)
- Total Participants: 225
- Total Assets: $11.8M
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 | 225 | $11.8M | $386,741 | $700,754 |
| 2023 | 146 | $9.9M | $380,864 | $710,612 |
| 2022 | 159 | $8.1M | $419,167 | $783,386 |
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 | — | — | $0 |
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: $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 |
|---|---|---|---|---|---|
| 2024 | $113,047 | $10,675 | $86,360 | — | — |
| 2023 | $91,844 | $18,635 | $70,337 | $2,499 | — |
| 2022 | $111,475 | $8,276 | $68,675 | — | $34,524 |