· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SEMPLE FARRINGTON EVERALL & CA — SEMPLE FARRINGTON EVERALL & CA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250421091608NAL0002803505001
SEMPLE FARRINGTON EVERALL & CA
Form 5500-SF
FILING_RECEIVED
SEMPLE FARRINGTON EVERALL & CA 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
11
Accounts w/ balance
14
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SEMPLE FARRINGTON EVERALL & CA
.
Find decision makers
Plan sponsor
Name
SEMPLE FARRINGTON EVERALL & CA
EIN
27-1450824
Address
1120 LINCOLN STREET SUITE 1308 · DENVER, CO · 80203
Phone
(303) 290-0902
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Name
ERISA FIDUCIARY SERVICES, INC.
EIN
47-1637791
City
HAUPPAUGE, NY
Phone
(631) 249-0500
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-21
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
RK PIPE & SUPPLY, LLC.
RK PIPE & SUPPLY, LLC. PROFIT SHARING PLAN
$6.9M · 13 participants
BEACH TECHNOLOGIES, LLC
BEACH TECHNOLOGIES PENSION PLAN AND TRUST
$6.9M · 3 participants
VANGUARD CLAIMS ADMINISTRATION
VANGUARD CLAIMS ADMINISTRATION 401(K) PROFIT SHARING PLAN & TRUST
$6.9M · 101 participants
R. MARKEY & SONS, INC.
R. MARKEY & SONS, INC. 401(K) PLAN
$6.9M · 73 participants
OMNI INSTITUTE
OMNI INSTITUTE 401(K) PROFIT SHARING PLAN
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$6.9M · 56 participants
WIMMER SOLUTIONS CORPORATION
WIMMER SOLUTIONS CORPORATION 401(K) PLAN
$6.9M · 104 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
