How big is COTS' plan?

COTS' plan reported $1.6M in assets and 52 participants for 2024.

Back to filter

Original filing (PDF)20251009102740NAL0010760144001

COTS

Name: COTS — COTS 403(b) Plan, Form 5500 (2024)
Creator: COTS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

COTS 403(b) Plan

403(b) retirement plan · COTS' COTS 403(b) Plan held $1.6M in plan assets for 52 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Sonya Nicks signed COTS' 2024 Form 5500 as plan administrator.

Sonya Nicks — 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

COTS' EIN is 38-2420565.

EIN 38-2420565

Plan number 001

Plan year 2024

ACK ID 20251009102740NAL0010760144001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

COTS' plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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.

Plan sponsor

Name

COTS

EIN

all filings

Address

26 PETERBORO STREET SUITE 100 · DETROIT, MI · 48201

Phone

(313) 576-0227

Industry

Health Care & Social Assistance

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

2025-10-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

Vanessa Behan

Vanessa Behan 401(k) Savings Plan

$1.6M · 65 participants

Bayview Foundation, Inc.

Bayview Foundation, Inc. Employees' 403(b) Retirement Plan

$1.6M · 8 participants

Allentown Rescue Mission

Allentown Rescue Mission 401(k) Retirement Plan

$1.6M · 15 participants

Union-Snyder Agency on Aging, Inc.

Union-Snyder Agency on Aging, Inc. Retirement Plan

$1.6M · 35 participants

Insight Housing

Insight Housing 403(b) Retirement Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.