Sponsor portfolio
COTTONWOOD CAPITAL ADVISORS, LLC
EIN 85-3255866Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$246K assets
Welfare
0
Participants
8
650 SOUTH 500 WEST, SUITE 176 - SALT LAKE CITY, UT 84101385-853-5000
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CWS 401(K) PLAN | 401k | $246K | 8 | 2025 |
Retirement plans