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Filings through Oct 24, 2026.

Sponsor portfolio

Cotterell Wealth Management

EIN 87-1089374-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$49K assets
Welfare
0
Participants
3
2023 STADIUM DRIVE, SUITE 2B-201 - BOZEMAN, MT 59715406-451-0102
Plans on this EIN
1 filing
#001401(k)-$49K - 3 part

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Retirement#001

COTTERELL WEALTH MANAGEMENT 401(K) PLAN

401(k)

Assets$49K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COTTERELL WEALTH MANAGEMENT 401(K) PLAN401(k)$49K32025
Retirement plans
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