# Cottrell, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cottrell-inc-581250243-501

> Cottrell, INC.'s 401(k) plan: 946 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 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|—|—|—|—|—|

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