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Sponsor portfolio

CORNERSTONE ORTHOPAEDIC TRAUMA ASSOCIATES, INC.

EIN 88-1769433-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$864K assets
Welfare
0
Participants
15
4902 W. STATE ST. - BOISE, ID 83703208-579-7200
Plans on this EIN
2 filings
#001401k-$785K - 9 part#002CashBalance-$79K - 6 part

Retirement portfolio analytics

2 plans aggregated / $864K assets / 15 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • PROFIT SHARING PLAN (#001)91%
  • CASH BALANCE PLAN (#002)9%
Total $864KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)9
  • CASH BALANCE PLAN (#002)6
Total 15Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

COTA 401(K) PROFIT SHARING PLAN

401k

Assets$785K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

COTA CASH BALANCE PLAN

CashBalance

Assets$79K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001COTA 401(K) PROFIT SHARING PLAN401k$785K92024
002COTA CASH BALANCE PLANCashBalance$79K62024
Retirement plans
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