How big is Charles Cotterill's plan?

Charles Cotterill's plan reported $549K in assets and 2 participants for 2025.

Original filing (PDF)20260407140241NAL0005020435001

Charles Cotterill

Name: Charles Cotterill — Cotterill Wealth Services LLC, Form 5500 (2025)
Creator: Charles Cotterill
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cotterill Wealth Services LLC 401(k) Plan

Defined-contribution retirement plan · Charles Cotterill's Cotterill Wealth Services LLC 401(k) Plan held $549K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$549K

Net assets (EOY)

$549K

People on this filing

Charles Cotterill signed Charles Cotterill's 2025 Form 5500 as plan administrator.

Charles Cotterill — 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

Charles Cotterill's EIN is 83-3368949.

EIN 83-3368949

Plan number 002

Plan year 2025

ACK ID 20260407140241NAL0005020435001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Charles Cotterill's plan includes profit-sharing.

Decision-maker contacts

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

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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

Helping the score