Back to filter
Original filing (PDF)20250708134503NAL0004729441001
APRIL, DOLAN & KOEHLER, P.C.
Form 5500-SF
FILING_RECEIVED
APRIL, DOLAN & KOEHLER, P.C. 401(K) PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APRIL, DOLAN & KOEHLER, P.C..
Plan sponsor
Name
APRIL, DOLAN & KOEHLER, P.C.
EIN
20-3677024
Address
460 SAINT MICHAELS DR STE 603 · SANTA FE, NM · 875057652
Phone
(505) 988-2900
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Law Offices plans
JOHN J. GREY
JOHN J. GREY RETIREMENT PLAN
$2.1M · 2 participants
BURGHERGRAY LLP
BURGHERGRAY LLP 401(K) PLAN
$2.1M · 16 participants
BERGER HARRISON, APC
BERGER HARRISON, APC 401(K) PLAN
$2.1M · 10 participants
YRULEGUI & ROBERTS
YRULEGUI & ROBERTS 401(K) PLAN
$2.1M · 31 participants
JOVANOVICH, DEGE & ATHMANN, PA
JOVANOVICH, DEGE & ATHMANN, PA 401(K) PLAN
$2.1M · 8 participants
LEADING-EDGE LAW GROUP, PLC
LEADING-EDGE LAW GROUP, PLC
$2.1M · 2 participants
Large plans in New Mexico
LAWRENCE LIVERMORE NAT'L SECURITY, LLC AND TRIAD NAT'L SECURITY, LLC
LAWRENCE LIVERMORE NAT'L SECURITY,LLC AND TRIAD NAT'L SECURITY LLC DEFINED BENEFIT PENSION PLAN GROUP TRUST
$10.2B
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS SAVINGS AND INCOME PLAN
$7.2B · 15,950 participants
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS RETIREMENT INCOME PLAN
$6.2B · 3,118 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED BENEFIT PENSION PLAN
$5.6B · 1,851 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED CONTRIBUTION PLANS MASTER TRUST
$3.3B
TRIAD NATIONAL SECURITY, LLC
TRIAD 401(K) RETIREMENT PLAN
$2.5B · 12,888 participants