Original filing (PDF)20250508151558NAL0018274400001

COTTON MATHER ACCOUNTING GROUP LLC

Name: COTTON MATHER ACCOUNTING GROUP LLC — COTTON MATHER ACCOUNTING GROUP, LLC 401(K) PLAN, Form 5500 (2024)
Creator: COTTON MATHER ACCOUNTING GROUP LLC

Form 5500-SF

FILING_RECEIVED

COTTON MATHER ACCOUNTING GROUP, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$733K

Net assets (EOY)

$733K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COTTON MATHER ACCOUNTING GROUP LLC.

Plan sponsor

Name

COTTON MATHER ACCOUNTING GROUP LLC

EIN

84-2949969all filings

Address

4550 MCKNIGHT RD STE 208 · PITTSBURGH, PA · 15237

Phone

(412) 931-1617

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator