How big is Richard Cottrell, DDS PC's plan?

Richard Cottrell, DDS PC's plan reported $4.0M in assets and 24 participants for 2024.

Original filing (PDF)20251013095718NAL0002385474001

Richard Cottrell, DDS PC

Name: Richard Cottrell, DDS PC — Richard Cottrell, DDS PC, Form 5500 (2024)
Creator: Richard Cottrell, DDS PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Richard Cottrell, DDS PC Profit Sharing Plan and Trust

401(k) retirement plan · Richard Cottrell, DDS PC's Richard Cottrell, DDS PC Profit Sharing Plan and Trust held $4.0M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

People on this filing

Kasey Bowen signed Richard Cottrell, DDS PC's 2024 Form 5500 as plan administrator.

Kasey Bowen — 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

Richard Cottrell, DDS PC's EIN is 54-1924887.

EIN 54-1924887

Plan number 001

Plan year 2024

ACK ID 20251013095718NAL0002385474001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Richard Cottrell, DDS PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Richard Cottrell, DDS PC'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 RICHARD COTTRELL, DDS PC.

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