What public Form 5500 filings show about the Cotter Consulting, Inc. 401(k) plan — and how to find and check your own account.
Cotter Consulting, Inc. (EIN 36-3735857) reports COTTER CONSULTING, INC. 401(K) SAVINGS PLAN on its most recent Form 5500, with $18.9M in plan assets across 124 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Cotter Consulting, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Cotter Consulting, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GLOBAL RETIREMENT PARTNERS, RETIREMENT SOLUTION GROUP.
