Original filing (PDF)20251015100146NAL0002208147001

COTTER HOUSE WORTHINGTON

Name: COTTER HOUSE WORTHINGTON — COTTER HOUSE WORTHINGTON 401(K) PLAN, Form 5500 (2024)
Creator: COTTER HOUSE WORTHINGTON

Form 5500-SF

FILING_RECEIVED

COTTER HOUSE WORTHINGTON 401(K) PLAN

401(k) retirement plan

Active participants

112

Accounts w/ balance

Plan assets (EOY)

$296K

Net assets (EOY)

$296K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COTTER HOUSE WORTHINGTON.

Plan sponsor

Name

COTTER HOUSE WORTHINGTON

EIN

83-1197604

Address

800 PROPRIETORS RD. · WORTHINGTON, OH · 43085

Phone

(614) 896-8700

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

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

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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