Michelle VOSS signed Cottage Health's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cottage Health's EIN is 77-0431902.
Download the official 2024 Form 5500 (PDF) for Cottage Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cottage Health's plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $189K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $37K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 INDEX | Common Collective Trusts | — | — | $14.2M | 14.0% | |
| Fidelity FRDM BLD 2055 K6 | Mutual Funds | — | — | $11.1M | 10.9% | |
| Fidelity FRDM BLD 2050 K6 | Mutual Funds | — | — | $9.9M | 9.7% | |
| Fidelity FRDM BLD 2045 K6 | Mutual Funds | — | — | $9.6M | 9.4% | |
| Fidelity FRDM BLD 2060 K6 | Mutual Funds | — | — | $9.6M | 9.4% | |
| Fidelity FRDM BLD 2035 K6 | Mutual Funds | — | — | $9.0M | 8.8% | |
| Fidelity FRDM BLD 2040 K6 | Mutual Funds | — | — | $8.0M | 7.9% | |
| Fidelity FRDM BLD 2030 K6 | Mutual Funds | — | — | $5.7M | 5.6% | |
| Fidelity FRDM BLD 2025 K6 | Mutual Funds | — | — | $4.8M | 4.7% | |
| Fidelity GLB EX US IDX | Common Collective Trusts | — | — | $2.9M | 2.8% | |
| Fidelity FRDM BLD 2065 K6 | Mutual Funds | — | — | $2.7M | 2.6% | |
| Notes receivable from participants Varying maturity dates through 2039 with interest rates ranging from 4.25% to 9.5% | Bonds / Notes | — | — | $2.4M | 2.3% | |
| Fidelity EXTD MKT IDX | Common Collective Trusts | — | — | $2.1M | 2.1% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.9M | 1.8% | |
| Fidelity TOTAL BOND K6 | Mutual Funds | — | — | $1.8M | 1.8% | |
| Fidelity FRDM BLD 2020 K6 | Mutual Funds | — | — | $1.5M | 1.4% | |
| Fidelity US BOND IDX | Common Collective Trusts | — | — | $1.2M | 1.2% | |
| Fidelity BROKERAGELINK | Mutual Funds | — | — | $1.2M | 1.2% | |
| Boston Trust Walden SMALL CAP | Other securities | — | — | $711K | 0.7% | |
| Capital Group AF EUROPAC GROWTH R6 | Common Stocks | — | — | $695K | 0.7% | |
| Fidelity FRDM BLD 2015 K6 | Mutual Funds | — | — | $488K | 0.5% | |
| Fidelity FRDM BLD INC K6 | Mutual Funds | — | — | $244K | 0.2% | |
| Fidelity FRDM BLD 2010 K6 | Mutual Funds | — | — | $115K | 0.1% | |
| Vanguard VMMR-FED MMKT | Mutual Funds | — | — | $16K | <0.1% | |
| Fidelity FRDM BLD 2070 K6 | Mutual Funds | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
