Cottonwood Financial Administrative Services, Llc 401(k) Plan: Login, Facts & Contact Information
Cottonwood Financial Administrative Services, Llc 401(k) Login
Retirement plan providers can change. This information is from the plan's 2024 filing.
Cottonwood Financial Administrative Services, Llc 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $260,099 went into the plan in contributions, $25,062 of it from the employer (10%).
- $6.69 million was paid out to participants.
- Investment and other income added $802,945.
How the Cottonwood Financial Administrative Services, Llc 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 556 | $5.20 million | $130,292 | $798,491 |
| 2020 | 675 | $6.10 million | $102,872 | $727,131 |
| 2021 | 664 | $6.90 million | $87,701 | $747,374 |
| 2022 | 524 | $5.22 million | $77,301 | $1.24 million |
| 2023 | 468 | $5.75 million | $72,961 | $761,472 |
| 2024 | 435 | $11 | $25,062 | $6.69 million |
Cottonwood Financial Administrative Services, Llc 401(k) Contact Information
Questions about the Cottonwood Financial Administrative Services, Llc 401(k)
Does Cottonwood Financial Administrative Services, Llc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $25,062, 10% of all contributions.
Does the Cottonwood Financial Administrative Services, Llc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Cottonwood Financial Administrative Services, Llc 401(k) plan?
435 participants at the start of plan year 2024.
Who manages the Cottonwood Financial Administrative Services, Llc 401(k) accounts?
BOK Financial (listed on the filing as BOKF, NA) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Cottonwood Financial Administrative Services, Llc. How do I access my 401(k)?
Your account stays with BOK Financial after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.