# Cottrell, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cottrell-inc-401k-plan

> Cottrell, INC.'s 401(k) plan: 694 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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