Retirement Plan For Salaried Employees Of Cotter Corporation
Sponsored by Cotter Corporation · EIN 850125530 · Plan #001
- Total assets
- $14.1M
- Net assets
- $14.0M
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Well Done, Llc CRD 173736 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman | Actuarial, Recordkeeping, Consulting (pension) | $75,407 |
| Captrust Advisors | Investment management, Investment management fees (direct) | $35,384 |
| The Northern Trust Company | Custodial (securities), Trustee (institutional), Direct payment from the plan | $20,612 |
| Haynie & Company | Accounting | $16,215 |