How big is Croft & Associates, PC's plan?

Croft & Associates, PC's plan reported $8.4M in assets and 104 participants for 2024.

Original filing (PDF)20250815090710NAL0029861618001

Croft & Associates, PC

Name: Croft & Associates, PC — Croft & Associates, PC, Form 5500 (2024)
Creator: Croft & Associates, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Croft & Associates, PC 401(k) Plan

401(k) retirement plan · Croft & Associates, PC's Croft & Associates, PC 401(k) Plan held $8.4M in plan assets for 104 participants in 2024.

Active participants

104

Accounts w/ balance

116

Plan assets (EOY)

$8.4M

Net assets (EOY)

$8.4M

People on this filing

William Mark Jackson signed Croft & Associates, PC's 2024 Form 5500 as plan administrator.

William Mark Jackson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Croft & Associates, PC's EIN is 20-2310854.

EIN 20-2310854

Plan number 001

Plan year 2024

ACK ID 20250815090710NAL0029861618001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Croft & Associates, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Croft & Associates, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CROFT & ASSOCIATES, PC.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off