How big is Cotter & Cotter PC's plan?

Cotter & Cotter PC's plan reported $793K in assets and 3 participants for 2024.

Original filing (PDF)20250722101521NAL0003308816001

Cotter & Cotter PC

Name: Cotter & Cotter PC — William J Cotter Money Purchase, Form 5500 (2024)
Creator: Cotter & Cotter PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William J Cotter Money Purchase Plan

Defined-contribution retirement plan · Cotter & Cotter PC's William J Cotter Money Purchase Plan held $793K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$793K

Net assets (EOY)

$793K

People on this filing

William Cotter signed Cotter & Cotter PC's 2024 Form 5500 as plan administrator.

William Cotter — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cotter & Cotter PC's EIN is 16-1004669.

EIN 16-1004669

Plan number 002

Plan year 2024

ACK ID 20250722101521NAL0003308816001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cotter & Cotter PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cotter & Cotter PC's plan includes money-purchase contributions.

Decision-maker contacts

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

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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