COTTERELL WEALTH MANAGEMENT
EIN 87-1089374BOZEMAN, MT
COTTERELL WEALTH MANAGEMENT (EIN 87-1089374) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $21K in plan assets and 3 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
1
Participants
3
Total assets
$21K
A COTTERELL WEALTH MANAGEMENT employee? See the COTTERELL WEALTH MANAGEMENT 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 87-1089374
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| COTTERELL WEALTH MANAGEMENT 401(K) PLAN | 001 | 3 | $21K |
About this EIN
87-1089374 is the Employer Identification Number (EIN) COTTERELL WEALTH MANAGEMENT reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Montana EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?