# Cottonwood Capital Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cottonwood-capital-management-inc-401k-plan

> Cottonwood Capital Management, INC.'s 401(k) plan: 225 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/haynie-and-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|

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