Back to filter
Original filing (PDF)20250709090906NAL0004612529003
COTTON GALLERY, LTD.
Form 5500-SF
FILING_RECEIVED
COTTON GALLERY RETIREMENT PLAN
401(k) retirement plan
Active participants
48
Accounts w/ balance
44
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
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 COTTON GALLERY, LTD..
Plan sponsor
Name
COTTON GALLERY, LTD.
EIN
39-1893654
Address
799 44TH ST. · MARION, IA · 52302
Phone
(319) 373-0068
Industry
Manufacturingsee 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
2025-07-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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 Manufacturing plans
O.D.Y. ACCESSORIES, INC.
O.D.Y. ACCESSORIES, INC. 401(K) PROFIT SHARING PLAN
$3.4M · 9 participants
HAROLD J. LEHMAN INDUSTRIES, INC.
HAROLD J. LEHMAN INDUSTRIES, INC 401(K) SAVINGS PLAN
$3.4M · 8 participants
THE EMBLEM SOURCE LLC
THE EMBLEM SOURCE 401(K) PLAN
$3.4M · 23 participants
ATELIER LUXURY GROUP, LLC DBA AMIRI
AMIRI 401(K) RETIREMENT SAVINGS PLAN
$3.4M · 221 participants
R & K IMPORTS, INC.
R & K IMPORTS, INC. PENSION PLAN
$3.5M · 9 participants
SAFE STRAP COMPANY LLC
SAFE STRAP COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST
$3.5M · 62 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
