Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Cotter Consulting
Cotter Consulting 401(k)
- Professional, scientific, and technical services
- Chicago, IL
- EIN 36-3735857
- 1 plan with Schedule H financials
- Plan year 2024
- Cotter Consulting, Inc.
Total assets, end of year · Cotter Consulting, Inc. 401(k) Savings Plan · plan year 2024
$18,869,362
164 participants with a balance. This filing reports no recordkeeping fee and no administrative expenses excluding investment management, so there is no headline cost figure.
Source
Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015115828NAL0004468129001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015115828NAL0004468129001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Cost and contributions
Administrative expenses excluding investment management, per participant
$0.00
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / 164
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015115828NAL0004468129001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015115828NAL0004468129001, received 2025-10-15
Administrative expenses per participant
$318.98
Higher than 75% of the 25,098 plans $10 to 50M that report it.
Source
= $52,312 / 164
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015115828NAL0004468129001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015115828NAL0004468129001, received 2025-10-15
Administrative expenses as a share of assets
0.277%
Higher than 48% of the 25,132 plans $10 to 50M that report it.
Source
= $52,312 / $18,869,362
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015115828NAL0004468129001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015115828NAL0004468129001, received 2025-10-15
Employer contributions per participant
$3,812
Higher than 83% of the 24,050 plans $10 to 50M that report it.
Source
= $625,112 / 164
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015115828NAL0004468129001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015115828NAL0004468129001, received 2025-10-15
Employer share of total contributions
35.4%
Higher than 75% of the 24,084 plans $10 to 50M that report it.
Source
= $625,112 / $1,767,698
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015115828NAL0004468129001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015115828NAL0004468129001, received 2025-10-15
Plan terms, as stated in Cotter Consulting, Inc.'s SEC filings
Plan terms are not published in public filings.
Plan features
2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015115828NAL0004468129001, received 2025-10-15
Full record, Cotter Consulting, Inc. 401(k) Savings Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | COTTER CONSULTING, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015115828NAL0004468129001, received 2025-10-15 |
| Plan name | COTTER CONSULTING, INC. 401(K) SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015115828NAL0004468129001, received 2025-10-15 |
| Sponsor EIN / plan number | 36-3735857 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015115828NAL0004468129001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015115828NAL0004468129001, received 2025-10-15 |
| Sponsor location | CHICAGO, IL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015115828NAL0004468129001, received 2025-10-15 |
| Industry (business code) | 541330, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015115828NAL0004468129001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015115828NAL0004468129001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015115828NAL0004468129001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015115828NAL0004468129001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015115828NAL0004468129001, received 2025-10-15 |
| Participants, beginning of year | 147 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015115828NAL0004468129001, received 2025-10-15 |
| Active participants | 124 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015115828NAL0004468129001, received 2025-10-15 |
| Participants, end of year | 167 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015115828NAL0004468129001, received 2025-10-15 |
| Participants with an account balance | 164 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015115828NAL0004468129001, received 2025-10-15 |
| Total assets, beginning of year | $15,387,597 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015115828NAL0004468129001, received 2025-10-15 |
| Total assets, end of year | $18,869,362 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015115828NAL0004468129001, received 2025-10-15 |
| Net assets, end of year | $18,869,362 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015115828NAL0004468129001, received 2025-10-15 |
| Total income | $4,045,785 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015115828NAL0004468129001, received 2025-10-15 |
| Net income | $3,481,765 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015115828NAL0004468129001, received 2025-10-15 |
| Employer contributions | $625,112 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015115828NAL0004468129001, received 2025-10-15 |
| Participant contributions | $1,071,642 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015115828NAL0004468129001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $70,944 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015115828NAL0004468129001, received 2025-10-15 |
| Total contributions | $1,767,698 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015115828NAL0004468129001, received 2025-10-15 |
| Benefit payments | $511,708 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015115828NAL0004468129001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $564,020 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015115828NAL0004468129001, received 2025-10-15 |
| Total administrative expenses | $52,312 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015115828NAL0004468129001, received 2025-10-15 |
| Investment advisory and management fees | $52,312 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015115828NAL0004468129001, received 2025-10-15 |
| Administrative expenses excluding investment management | $0 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015115828NAL0004468129001, received 2025-10-15 |
| Held in common/collective trusts | $1,172,893 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015115828NAL0004468129001, received 2025-10-15 |
| Held in mutual funds | $17,400,162 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015115828NAL0004468129001, received 2025-10-15 |
| Independent auditor | CBIZ CPAS P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015115828NAL0004468129001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015115828NAL0004468129001, received 2025-10-15.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | INVESTMENT ADVISORY-PLAN | 27 Investment advisory (plan) | $33,479 | no |
| TRANSAMERICA RETIREMENT SOLUTIONSrecordkeeper | RECORDKEEPER | 15 Recordkeeping and information management; 37 Participant loan processing; 52 Investment management fees paid indirectly by plan; 62 Float revenue; 64 Recordkeeping fees; 67 Other insurance wrap fees | $16,233 | yes |
| RETIREMENT SOLUTION GROUPrecordkeeper | RECORDKEEPER | 15 Recordkeeping and information management; 37 Participant loan processing; 64 Recordkeeping fees | $2,600 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015115828NAL0004468129001, received 2025-10-15.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $15,387,597 | $18,869,362 | 22.6% |
| Participants with a balance | 146 | 164 | 12.3% |
| Administrative expenses | $40,602 | $52,312 | 28.8% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $294,184 | $625,112 | 112.5% |
Prior filing 20241014124110NAL0027295873001, received 2024-10-14; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: COTTER CONSULTING, INC.; SEC registrant: Cotter Consulting, Inc. (CIK 1947176, matched by EIN).