How big is Perkins, Williams & Cotterill Inc.'s plan?

Perkins, Williams & Cotterill Inc.'s plan reported $2.1M in assets and 13 participants for 2024.

Original filing (PDF)20250701145751NAL0030868370001

Perkins, Williams & Cotterill Inc.

Name: Perkins, Williams & Cotterill Inc. — Perkins, Form 5500 (2024)
Creator: Perkins, Williams & Cotterill Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Perkins, Williams & Cotterill Inc. Retirement Plan

401(k) retirement plan · Perkins, Williams & Cotterill Inc.'s Perkins, Williams & Cotterill Inc. Retirement Plan held $2.1M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Roy Cotterill signed Perkins, Williams & Cotterill Inc.'s 2024 Form 5500 as plan administrator.

Roy 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

Perkins, Williams & Cotterill Inc.'s EIN is 87-2749883.

EIN 87-2749883

Plan number 001

Plan year 2024

ACK ID 20250701145751NAL0030868370001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Perkins, Williams & Cotterill Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Perkins, Williams & Cotterill Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

PERKINS, WILLIAMS & COTTERILL INC

EIN

all filings

Address

3320 DATA DR 200 · RANCHO CORDOVA, CA · 95670

Phone

(916) 851-1400

Industry

Professional & Technical Services

Plan administrator