Back to filter
Original filing (PDF)20250710074904NAL0008870368001
SETTER ROCHE SMITH & SHELLENBERG
Form 5500-SF
FILING_RECEIVED
SETTER ROCHE SMITH & SHELLENBERGER LLP
401(k) retirement plan
Active participants
33
Accounts w/ balance
40
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
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 SETTER ROCHE SMITH & SHELLENBERG.
Plan sponsor
Name
SETTER ROCHE SMITH & SHELLENBERG
EIN
20-4887231
Address
1860 BLAKE STREET · SUITE 500 · DENVER, CO · 80202
Phone
(720) 562-2280
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
2025-07-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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
INLAND COUNTIES LEGAL SERVICES, INC
INLAND COUNTIES LEGAL SERVICES, INC. RETIREMENT SAVINGS PLAN
$6.3M · 159 participants
LAW OFFICE OF GEWURZ & ZACCARIA, P.C
LAW OFFICE OF GEWURZ & ZACCARIA, P.C. 401(K) PLAN
$6.3M · 10 participants
FINDLAY CRAFT, P.C.
FINDLAY CRAFT - LEVEL LEGAL 401(K) PROFIT SHARING PLAN
$6.3M · 56 participants
THE YOUNG CENTER FOR IMMIGRANT CHILDREN'S RIGHTS
YOUNG CENTER 401(K) PLAN
$6.3M · 125 participants
BLETHEN, GAGE & KRAUSE, PLLP
BLETHEN BERENS 401(K) PROFIT SHARING PLAN
$6.3M · 36 participants
LESSANS PRALEY & MCCORMICK PA
LESSANS PRALEY & MCCORMICK PA 401(K) RATE GROUP PSP
$6.3M · 13 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B