OpenERISA

Cottonwood Financial Administrative Services, LLC

Irving, TX, 75038

EIN 26-1367228
Plans
2
Total participants
4,449
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
522291

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Cottonwood Financial Administrative Services, LLC Employee 401(K) Investment Plan0
2024Form 5500001Cottonwood Financial Administrative Services, LLC Employee 401(K) Investment Plan0
2024Form 5500501Cottonwood Financial Administrative Services, LLC Wrap Plan0
2023Form 5500001Cottonwood Financial Administrative Services, LLC Employee 401(K) Investment Plan361
2023Form 5500501Cottonwood Financial Administrative Services, LLC Wrap Plan629
2022Form 5500001Cottonwood Financial Administrative Services, LLC Employee 401(K) Investment Plan355
2022Form 5500501Cottonwood Financial Administrative Services, LLC Wrap Plan625
2021Form 5500001Cottonwood Financial Administrative Services, LLC Employee 401(K) Investment Plan415
2021Form 5500501Cottonwood Financial Administrative Services, LLC Wrap Plan755
2020Form 5500001Cottonwood Financial Administrative Services, LLC Employee 401(K) Investment Plan549
2020Form 5500501Cottonwood Financial Administrative Services, LLC Wrap Plan760

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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