Cottonwood Healthcare 401(k) match, vesting and fees
What Cottonwood Healthcare's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Retirement Plan Consultants, LLC | 2023 Schedule C ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Form 5500-SF ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 133,113 defined-contribution plans in health care and social assistance with fewer than 100 participants.
| Cottonwood Healthcare: employer contribution per participant | $465 | |
| Peer median | $2,023 |
| Cottonwood Healthcare: average balance | $10,632 | |
| Peer median | $61,526 |
| Cottonwood Healthcare: admin expenses ÷ assets | 1.64% | |
| Peer median | 0.44% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $556K at the end of plan year 2021 to $978K at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 735 | $978K | $43K | $465 | 1.64% | Not published | 5500-SF ↗ |
| 2023 | 311 | $732K | $14K | $169 | 2.84% | Not published | Form 5500 ↗ |
| 2022 | 361 | $651K | $62K | $302 | 1.71% | Not published | Form 5500 ↗ |
| 2021 | 278 | $556K | $74K | $359 | 3.87% | Not published | Form 5500 ↗ |
Common questions
Does Cottonwood Healthcare match 401(k) contributions?
The match terms for the Cottonwood Healthcare, Llc. Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $43K in employer contributions, about $465 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Cottonwood Healthcare 401(k) match vested?
The vesting schedule for the Cottonwood Healthcare, Llc. Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Cottonwood Healthcare 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Retirement Plan Consultants, LLC. The plan administrator is Cottonwood Healthcare, Llc..
I left Cottonwood Healthcare. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Cottonwood Healthcare, Llc., (385) 498-0192) or the recordkeeper, Retirement Plan Consultants, LLC. The Cottonwood Healthcare old 401(k) page lists the contacts from every plan filing. Find an old Cottonwood Healthcare 401(k)
Data from the public Form 5500 annual reports Cottonwood Healthcare filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Cottonwood Healthcare. Not financial advice. Report a correction · Methodology