How big is Cottonwood Capital Advisors, LLC's plan?

Cottonwood Capital Advisors, LLC's plan reported $218K in assets and 5 participants for 2024.

Original filing (PDF)20251010142638NAL0008314977001

Cottonwood Capital Advisors, LLC

Name: Cottonwood Capital Advisors, LLC — CWS 401(k) Plan, Form 5500 (2024)
Creator: Cottonwood Capital Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CWS 401(k) Plan

401(k) retirement plan · Cottonwood Capital Advisors, LLC's CWS 401(k) Plan held $218K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$218K

Net assets (EOY)

$218K

People on this filing

Matthew Pappas signed Cottonwood Capital Advisors, LLC's 2024 Form 5500 as plan administrator.

Matthew Pappas — 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

Cottonwood Capital Advisors, LLC's EIN is 85-3255866.

EIN 85-3255866

Plan number 001

Plan year 2024

ACK ID 20251010142638NAL0008314977001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cottonwood Capital Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cottonwood Capital Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COTTONWOOD CAPITAL ADVISORS, LLC.

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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