Plan Ledger DOL Form 5500 · updated monthly

Cottrell, Inc.401(k)

COTTRELL, INC. 401(K) RETIREMENT PLAN · GAINESVILLE, GA · plan year 2024

Reported admin expense ratio · 2024
0.08%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Cottrell, Inc. reported $21,847 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,298 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.07% to 0.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 667th-largest of 2,160 plans among Georgia employers on file, and the 4,505th of 13,661 in manufacturing. In 2024, employees put in $1.97 for every $1.00 the employer contributed; active participation has shrunk from 986 to 694 since 2022.

Plan summary
Net assets, end of year$29,861,818
Participants with balances477
Active participants694
Employer contributions$900,595
Employee contributions$1,775,458
Employer contribution per active participant$1,298
Average account balance$62,603
Benefits paid to participants$2,027,404
Plan auditUnmodified (clean) audit opinion
AuditorALEXANDER, ALMAND & BANGS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$29.9M · 477 accts · $901K emplr
2023$25.0M · 449 accts · $784K emplr
2022$20.7M · 433 accts · $679K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,600
Investment management$17,358
Total administrative$21,847
The Cottrell, Inc. 401(k) match · 2024
Employer contribution per active participant$1,298
Median for plans this size$2,416
2024$1,298 per active participant
2023$1,138 per active participant
2022$688 per active participant

Cottrell, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$17,265
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$4,583
CIRA (CAMBRIDGE INVESTMENT RESEARCHindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$21,847 · 0.08%
2023$15,894 · 0.07%
2022$16,353 · 0.07%
Same employer
Similar plansManufacturing · Georgia
Bitzer US, Inc. GA$30.9M · 0.21%
SEASONS-4, Inc. GA$30.8M · 0.01%
Fuji Vegetable Oil, Inc. GA$30.3M · 0.47%
Tn Americas Holdings Inc. GA$29.4M · 0.44%
Momar Incorporated GA$29.3M · 0.81%
East West Manufacturing LLC GA$29.3M · 0.48%
Mikart, LLC GA$29.1M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581250243 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.