Original filing (PDF)20250924141208NAL0006841777001

COLGAN & ASSOCIATES, LLC

Name: COLGAN & ASSOCIATES, LLC — COLGAN & ASSOCIATES, LLC RETIREMENT PLAN, Form 5500 (2024)
Creator: COLGAN & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

COLGAN & ASSOCIATES, LLC RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLGAN & ASSOCIATES, LLC.

Plan sponsor

Name

COLGAN & ASSOCIATES, LLC

EIN

35-2326809

Address

611 GETTYSBURG PIKE STE. 201 · MECHANICSBURG, PA · 17055

Phone

(717) 502-5000

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

2025-09-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

MARTIN, LORD & OSMAN, P.A.

$2.3M · 10 participants

ENGLER CALLAWAY BAASTEN & SRAGA,

ENGLER CALLAWAY BAASTEN & SRAGA, LLC 401(K)

$2.3M · 13 participants

MCCARTHY LAW PLC

MCCARTHY LAW PLC 401(K) PLAN

$2.3M · 39 participants

BECKLEY & MADDEN, LLC

BECKLEY & MADDEN PROFIT SHARING PLAN

$2.3M · 10 participants

DELANEY DELANEY & VOORN, LTD.

DDV 401(K) PLAN

$2.3M · 22 participants