How big is Coleman and Foran Partnership's plan?

Coleman and Foran Partnership's plan reported $2.3M in assets and 14 participants for 2024.

Original filing (PDF)20251002123248NAL0001249042001

Coleman and Foran Partnership

Name: Coleman and Foran Partnership — North Carolina OFS, Form 5500 (2024)
Creator: Coleman and Foran Partnership
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

North Carolina OFS Retirement Plan & Trust

401(k) retirement plan · Coleman and Foran Partnership's North Carolina OFS Retirement Plan & Trust held $2.3M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Coleman and Foran Partnership's EIN is 20-5377239.

EIN 20-5377239

Plan number 001

Plan year 2024

ACK ID 20251002123248NAL0001249042001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coleman and Foran Partnership from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coleman and Foran Partnership's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLEMAN AND FORAN PARTNERSHIP.

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

COLEMAN AND FORAN PARTNERSHIP

EIN

all filings

Address

19910 NORTH COVE RD. · CORNELIUS, NC · 28031

Phone

(704) 892-1198

Industry

Offices of Dentists· Health Care & Social Assistance

Plan administrator