COTTONWOOD CAPITAL MANAGEMENT, INC. 401(k) Plan
What public Form 5500 filings show about the COTTONWOOD CAPITAL MANAGEMENT, INC. 401(k) plan — and how to find and check your own account.
The COTTONWOOD CAPITAL MANAGEMENT, INC. 401(k) on its latest Form 5500
COTTONWOOD CAPITAL MANAGEMENT, INC. (EIN 26-2255801) reports COTTONWOOD CAPITAL MANAGEMENT, INC. 401(K) SAFE HARBOR RETIREMENT PLAN on its most recent Form 5500, with $11.8M in plan assets across 225 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 COTTONWOOD CAPITAL MANAGEMENT, INC. filing — schedules, fees, and providers.
Who runs the COTTONWOOD CAPITAL MANAGEMENT, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your COTTONWOOD CAPITAL MANAGEMENT, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAPITAL MANAGEMENT, QBOX.
How to check your COTTONWOOD CAPITAL MANAGEMENT, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask COTTONWOOD CAPITAL MANAGEMENT, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).