# Cottonwood Financial Administrative Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/cottonwood-financial-administrative-services-llc-401k-plan

> Cottonwood Financial Administrative Services, LLC's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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