How big is Heather Cottrill Insurance & Financial SERV's plan?

Heather Cottrill Insurance & Financial SERV's plan reported $12K in assets and 8 participants for 2025.

Original filing (PDF)20260505075357NAL0001198434001

Heather Cottrill Insurance & Financial SERV

Name: Heather Cottrill Insurance & Financial SERV — Form 5500 Plan 001 (2025)
Creator: Heather Cottrill Insurance & Financial SERV
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heather Cottrill Insurance 401(k) Plan

401(k) retirement plan · Heather Cottrill Insurance & Financial SERV's Heather Cottrill Insurance 401(k) Plan held $12K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

People on this filing

Heather Cottrill signed Heather Cottrill Insurance & Financial SERV's 2025 Form 5500 as plan administrator.

Heather Cottrill — 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

Heather Cottrill Insurance & Financial SERV's EIN is 45-4998256.

EIN 45-4998256

Plan number 001

Plan year 2025

ACK ID 20260505075357NAL0001198434001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Heather Cottrill Insurance & Financial SERV from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Heather Cottrill Insurance & Financial SERV's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEATHER COTTRILL INSURANCE & FINANCIAL SERV.

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Plan health score

Above-average plan

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