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Original filing (PDF)20251015080742NAL0002006067001
COTTRELL, INC.
Form 5500
FILING_RECEIVED
COTTRELL, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
694
Accounts w/ balance
477
Plan assets (EOY)
$29.9M
Net assets (EOY)
$29.9M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COTTRELL, INC..
Plan sponsor
Name
COTTRELL, INC.
EIN
58-1250243
Address
2125 CANDLER ROAD · GAINESVILLE, GA · 30507
Phone
(678) 677-8259
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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
ALEXANDER, ALMAND & BANGS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CIRA (CAMBRIDGE INVESTMENT RESEARCH | 42-1445429 | — | BROKER/DEALER | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $17K | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $5K | — |
Investments
32 direct securities· $29.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth Fnd R4 Registered Investment Company | — | — | — | $4.0M | 13.2% | |
| TRwPr Blue Chip Growth Fnd Adv Registered Investment Company | — | — | — | $3.4M | 11.3% | |
| Voya Fixed Account (4062) Insurance Company General Account | — | — | — | $2.4M | 8.0% | |
| Putnam Sustainable Leaders F Y Registered Investment Company | — | — | — | $2.2M | 7.3% | |
| party date,rate of interest, collateral, par, or maturity date AmCen Equity Growth Fund A Registered Investment Company | — | — | — | $2.0M | 6.8% | |
| American Funds Wash Mutual R4 Registered Investment Company | — | — | — | $1.8M | 6.0% | |
| Voya US Stock Index Port Ins Registered Investment Company | — | — | — | $1.8M | 5.9% | |
| American Funds Am Balanced R4 Registered Investment Company | — | — | — | $1.2M | 4.2% | |
| Nuveen Lifcyc In 2030 F Ret Registered Investment Company | — | — | — | $1.1M | 3.7% | |
| American Funds Cap Wld G&I R4 Registered Investment Company | — | — | — | $1.0M | 3.4% | |
| Nuveen Lifcyc In 2050 F Ret Registered Investment Company | — | — | — | $982K | 3.3% | |
| American Funds EuroPacific R4 Registered Investment Company | — | — | — | $779K | 2.6% | |
| Voya Intermediate Bond Fd R Registered Investment Company | — | — | — | $764K | 2.6% | |
| Nuveen Lifcyc In 2035 F Ret Registered Investment Company | — | — | — | $744K | 2.5% | |
| Voya Russell SmCp Indx Prt I Registered Investment Company | — | — | — | $694K | 2.3% | |
| (Held at End of Year) COTTRELL, INC. 401K RETIREMENT PLAN EIN#58-1250243 Plan# 002 PIMCO Income Fund Adm Registered Investment Company | — | — | — | $664K | 2.2% | |
| Victory Sycmr Est Vl Fd A Registered Investment Company | — | — | — | $651K | 2.2% | |
| Voya Russell MdCp Indx Prt I Registered Investment Company | — | — | — | $630K | 2.1% | |
| Voya International Ind Prt I Registered Investment Company | — | — | — | $544K | 1.8% | |
| Voya Mid Cap Opport Port S2 Registered Investment Company | — | — | — | $518K | 1.7% | |
| Nuveen Lifcyc In 2045 F Ret Registered Investment Company | — | — | — | $390K | 1.3% | |
| Inv Dev Mrkts Fd A Registered Investment Company | — | — | — | $340K | 1.1% | |
| Lord Abbett Bd Debenture Fd R3 Registered Investment Company | — | — | — | $310K | 1.0% | |
| Columbia Dividend Income Fnd I Registered Investment Company | — | — | — | $272K | 0.9% | |
| Nuveen Lifcyc In 2040 F Ret Registered Investment Company | — | — | — | $255K | 0.9% | |
| Nuveen Lifcyc In 2055 F Ret Registered Investment Company | — | — | — | $223K | 0.7% | |
| Nuveen Lifcyc In 2060 F Ret Registered Investment Company | — | — | — | $99K | 0.3% | |
| Nuveen Lifcyc In 2020 F Ret Registered Investment Company | — | — | — | $90K | 0.3% | |
| Nuveen Lifcyc In 2025 F Ret Registered Investment Company | — | — | — | $37K | 0.1% | |
| Nuveen Lifcyc In Rt I F Ret Registered Investment Company | — | — | — | $24K | <0.1% | |
| LOAN FUND Participant Loans - Rates 9.75% to 9.75% | — | — | — | $20K | <0.1% | |
| Nuveen Lifcyc In 2065 F Ret Registered Investment Company | — | — | — | $18K | <0.1% |
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