CONKLIN AND COMPANY, LLC DBA COLDWELL BANKER DISTINCTIVE PROPERTIES
Form 5500-SF
FILING_RECEIVED
DISTINCTIVE 401(K) PLAN
401(k) retirement plan
Active participants
24
Accounts w/ balance
23
Plan assets (EOY)
$611K
Net assets (EOY)
$611K
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
60
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONKLIN AND COMPANY, LLC DBA COLDWELL BANKER DISTINCTIVE PROPERTIES.
Plan sponsor
Name
CONKLIN AND COMPANY, LLC DBA COLDWELL BANKER DISTINCTIVE PROPERTIES
EIN
26-1512545
Address
131 N. 6TH STREET, STE. 200 · GRAND JUNCTION, CO · 81501
