Cottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement Plan
Sponsored by Cottonwood Capital Management, Inc. · EIN 262255801 · Plan #001
- Total assets
- $11.8M
- Net assets
- $11.8M
- Active participants
- 225
- 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 |
|---|---|---|
| Capital Management Llc CRD 109416 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $86,360 |
| Qbox | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $26,687 |
| Capital Management | Investment advisory (plan), Other fees | $0 |