Cotter Consulting, Inc.'s EIN is 36-3735857.
Download the official 2024 Form 5500 (PDF) for Cotter Consulting, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cotter Consulting, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $16K | — |
| RETIREMENT SOLUTION GROUP | 20-2668095 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan Investor Growth & Income R6 Mutual Fund (1) | Other securities | — | — | $2.5M | 13.0% | |
| Goldman Sachs Technology Opps R6 Mutual Fund (1) | Other securities | — | — | $2.4M | 12.8% | |
| Schwab S&P 500 Index Mutual Fund (1) | Common Collective Trusts | — | — | $1.8M | 9.6% | |
| TRANSAMERICA STABLE VALUE CORE OPTI TRANSAMERICA RETIREMENT SOLUTIONS · EIN 13-3689044 / PN 000 | Common Collective Trust | — | — | $1.2M | 6.2% | |
| American Funds American Balanced R6 Mutual Fund (1) | Mutual Funds | — | — | $875K | 4.6% | |
| Putnam Large Cap Value R6 Mutual Fund (1) | Mutual Funds | — | — | $855K | 4.5% | |
| American Century Ultra R6 Mutual Fund (1) | Other securities | — | — | $768K | 4.1% | |
| JP Morgan Investor Growth R6 Mutual Fund (1) | Other securities | — | — | $757K | 4.0% | |
| John Hancock Bond R6 Mutual Fund (1) | Other securities | — | — | $704K | 3.7% | |
| American Funds 2040 Trgt Date Retire R6 Mutual Fund (1) | Mutual Funds | — | — | $541K | 2.9% | |
| JP Morgan Investor Balanced R6 Mutual Fund (1) | Other securities | — | — | $536K | 2.8% | |
| Fidelity Advisor Small Cap Value I Mutual Fund (1) | Mutual Funds | — | — | $518K | 2.7% | |
| American Funds 2030 Trgt Date Retire R6 Mutual Fund (1) | Mutual Funds | — | — | $503K | 2.7% | |
| American Funds 2050 Trgt Date Retire R6 Mutual Fund (1) | Mutual Funds | — | — | $490K | 2.6% | |
| American Funds 2055 Trgt Date Retire R6 Mutual Fund (1) | Mutual Funds | — | — | $459K | 2.4% | |
| T. Rowe Price U.S. Equity Research Mutual Fund (1) | Other securities | — | — | $447K | 2.4% | |
| Virtus Seix High Yield A Mutual Fund (1) | Other securities | — | — | $363K | 1.9% | |
| Vanguard Small Cap Index Admiral Mutual Fund (1) | Mutual Funds | — | — | $342K | 1.8% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund (1) | Mutual Funds | — | — | $293K | 1.6% | |
| American Funds EuroPacific Growth R6 Mutual Fund (1) | Mutual Funds | — | — | $290K | 1.5% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund (1) | Mutual Funds | — | — | $261K | 1.4% | |
| Vanguard Mid Cap Index Admiral Mutual Fund (1) | Mutual Funds | — | — | $205K | 1.1% | |
| American Funds 2035 Trgt Date Retire R6 Mutual Fund (1) | Mutual Funds | — | — | $195K | 1.0% | |
| JP Morgan Emerging Markets Equity R6 Mutual Fund (1) | Other securities | — | — | $195K | 1.0% | |
| Vanguard Health Care Index Admiral Mutual Fund (1) | Mutual Funds | — | — | $177K | 0.9% | |
| American Funds 2045 Trgt Date Retire R6 Mutual Fund (1) | Mutual Funds | — | — | $158K | 0.8% | |
| DFA Real Estate Securities I Mutual Fund (1) | Mutual Funds | — | — | $145K | 0.8% | |
| American Funds 2060 Trgt Date Retire R6 Mutual Fund (1) | Mutual Funds | — | — | $143K | 0.8% | |
| AB Small Cap Growth Z Mutual Fund (1) | Other securities | — | — | $129K | 0.7% | |
| American Funds 2065 Trgt Date Retire R6 Mutual Fund (1) | Mutual Funds | — | — | $123K | 0.7% | |
| JP Morgan Investor Conservative Growth R6 Mutual Fund (1) | Other securities | — | — | $79K | 0.4% | |
| American Funds 2025 Trgt Date Retire R6 Mutual Fund (1) | Mutual Funds | — | — | $59K | 0.3% | |
| Participant Loans (interest rate range 4.25%-9.50%) 0 | Bonds / Notes | — | — | $46K | 0.2% | |
| PIMCO Commodity Real Return Start Instl Mutual Fund (1) | Mutual Funds | — | — | $43K | 0.2% | |
| PIMCO International Bond (USD Hedged) Instl Mutual Fund (1) | Mutual Funds | — | — | $40K | 0.2% | |
| Transamerica High Yield Bond R6 Mutual Fund (1) | Other securities | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 47-1411118 |
| — |
| INVESTMENT ADVISORY-PLAN |
| $33K |
| — |
