Plan Snapshot
- Plan Sponsor: Cottonwood Financial Administrative Services, LLC
- Sponsor EIN: 261367228
- Sponsor Address: 2100 W. WALNUT HILL LANE, STE. 300, IRVING, TX, 75038
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $0 |
| 2024 | 0 | $11 | $25,062 | $235,037 |
| 2023 | 361 | $5.7M | $72,961 | $497,635 |
| 2022 | 355 | $5.2M | $77,301 | $570,369 |
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 |
|---|---|---|---|---|
| ARMANINO, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO, LLP — 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 |
|---|---|---|---|---|---|
| 2025 | $9,192 | — | $87 | — | — |
| 2024 | $40,729 | $5,384 | — | — | — |
| 2023 | $28,922 | $4,188 | — | — | — |
| 2022 | $36,856 | — | — | — | $36,856 |