Plan Snapshot
- Plan Sponsor: Cottrell, INC.
- Sponsor EIN: 581250243
- Sponsor Address: 2125 CANDLER ROAD, GAINESVILLE, GA, 30507
- Plan Type: 401(k)
- Total Participants: 694
- Total Assets: $29.9M
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 | 694 | $29.9M | $900,595 | $1.8M |
| 2023 | 689 | $25.0M | $783,785 | $1.5M |
| 2022 | 986 | $20.7M | $678,659 | $1.4M |
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 |
|---|---|---|---|---|
| CIRA (CAMBRIDGE INVESTMENT RESEARCH | BROKER/DEALER | — | $30,707 | $30,707 |
| VOYA RETIREMENT ADVISORS, LLC | SERVICE PROVIDER | $17,265 | — | $17,265 |
| ALEXANDER, ALMAND & BANGS LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,972
- Estimated Expense Ratio: 0.161% 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 | $21,847 | $17,358 | $3,600 | — | — |
| 2023 | $15,894 | $12,894 | $2,550 | — | — |
| 2022 | $16,353 | — | — | — | — |