Cotter Consulting, Inc. 401(k) Savings Plan
Sponsored by Cotter Consulting, Inc. · EIN 363735857 · Plan #001
- Total assets
- $18.9M
- Net assets
- $18.9M
- Active participants
- 124
- With balances
- 164
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Investment advisory (plan) | $33,479 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $16,233 |
| Retirement Solution Group | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,600 |