How big is Cottonwood Management LLC's plan?

Cottonwood Management LLC's plan reported $1.2M in assets and 6 participants for 2025.

Original filing (PDF)20260522094251NAL0003130545001

Cottonwood Management LLC

Name: Cottonwood Management LLC — Cottonwood Management, Form 5500 (2025)
Creator: Cottonwood Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cottonwood Management 401(k)

401(k) retirement plan · Cottonwood Management LLC's Cottonwood Management 401(k) held $1.2M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Annalee Burns signed Cottonwood Management LLC's 2025 Form 5500 as plan administrator.

Annalee Burns — 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

Cottonwood Management LLC's EIN is 46-1360140.

EIN 46-1360140

Plan number 001

Plan year 2025

ACK ID 20260522094251NAL0003130545001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Cottonwood Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Cottonwood Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off