Original filing (PDF)20250729095444NAL0003063761001

COCHRELL FINANCIAL, INC

Name: COCHRELL FINANCIAL, INC — COCHRELL FINANCIAL, INC 401(K) PLAN, Form 5500 (2024)
Creator: COCHRELL FINANCIAL, INC

Form 5500-SF

FILING_RECEIVED

COCHRELL FINANCIAL, INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$295K

Net assets (EOY)

$295K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COCHRELL FINANCIAL, INC.

Plan sponsor

Name

COCHRELL FINANCIAL, INC

EIN

45-4594881

Address

1725 CLEVELAND RD · WOOSTER, OH · 44691

Phone

(330) 264-2323

Industry

Finance & Insurancesee all

Plan administrator

Name

SAVEDAY, INC

EIN

47-4977095

City

AUSTIN, TX

Phone

(650) 684-7283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

2K · 401(m) arrangement

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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