AUMdb

Cottrell, Inc. 401(k) Retirement Plan

Sponsored by Cottrell, Inc. · EIN 581250243 · Plan #002

Total assets
$29.9M
Net assets
$29.9M
Active participants
694
With balances
477

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Voya Retirement Advisors, Llc Investment advisory (participants) $17,265
Voya Retirement Insurance & Annuity Investment advisory (participants) $4,583
Cira (Cambridge Investment Research Other fees $0