Original filing (PDF)20250722101521NAL0003308816001

COTTER & COTTER PC

Name: COTTER & COTTER PC — WILLIAM J COTTER MONEY PURCHASE PLAN, Form 5500 (2024)
Creator: COTTER & COTTER PC

Form 5500-SF

FILING_RECEIVED

WILLIAM J COTTER MONEY PURCHASE PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$793K

Net assets (EOY)

$793K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COTTER & COTTER PC.

Plan sponsor

Name

COTTER & COTTER PC

EIN

16-1004669all filings

Address

380 CLEVELAND DR · BUFFALO, NY · 142151922

Phone

(716) 634-7920

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

2C · Money purchase (other than target benefit)

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 providers

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