Plan Snapshot
- Plan Sponsor: Cottrell, INC.
- Sponsor EIN: 581250243
- Sponsor Address: 2125 CANDLER RD, GAINESVILLE, GA, 30501
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 946
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 946 | $0 | $0 | $0 |
| 2024 | 1,150 | $0 | $0 | $0 |
| 2023 | 1,089 | $0 | $0 | $0 |
| 2022 | 1,100 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| HEALTHGRAM, INC. | Recordkeeper | $462,029 | — | $462,029 |
| TURNER, WOOD & SMITH | Investment Advisor | $198,122 | — | $198,122 |
| CIGNA HEALTH AND LIFE INSURANCE CO | Other Service Provider | $74,404 | — | $74,404 |
| HEALTH PARTNERS NETWORK LLC | Other Service Provider | $26,864 | — | $26,864 |
| CAREOPERATIVE LLC | Other Service Provider | $22,163 | — | $22,163 |
| HEALTHGRAM- TELADOCINC | Other Service Provider | $11,417 | — | $11,417 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $794,999
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 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |