Back to filter
Original filing (PDF)20250417085429NAL0001482544001
E.C. COTTLE, INC.
Form 5500-SF
FILING_RECEIVED
E.C. COTTLE, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
34
Accounts w/ balance
40
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for E.C. COTTLE, INC..
Plan sponsor
Name
E.C. COTTLE, INC.
EIN
04-2433456
Address
256 LAMBERTS COVE ROAD · VINEYARD HAVEN, MA · 02568
Phone
(508) 693-1385
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Wholesale Trade plans
PASSIVE HOUSE CENTER, INC.
PASSIVE HOUSE CENTER, INC. 401(K) PLAN
$2.0M · 19 participants
MID VALLEY PIPE & STEEL DBA PRW STEEL
MID VALLEY PIPE & STEEL DBA PRW STEEL 401(K) PLAN
$2.0M · 27 participants
PROCONTRACTOR SUPPLY, INC.
PROCONTRACTOR SUPPLY, INC. 401(K) PLAN
$2.0M · 70 participants
MILLWORK DISTRIBUTORS, INC.
MILLWORK DISTRIBUTORS, INC. 401(K) PLAN
$2.0M · 75 participants
MARBLE PALACE, INC.
MARBLE PALACE, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$2.0M · 114 participants
H & R ROOFING SUPPLY, INC
H & R ROOFING SUPPLY, INC EMPLOYEE'S 401)K) PLAN
$2.0M · 15 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
