· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
VOLLERTSEN, BRITT & GORSLINE, P.C. — VOLLERTSEN, BRITT & GORSLINE, P.C. 401(K) PROFIT-SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250428143147NAL0018922064001
VOLLERTSEN, BRITT & GORSLINE, P.C.
Form 5500-SF
FILING_RECEIVED
VOLLERTSEN, BRITT & GORSLINE, P.C. 401(K) PROFIT-SHARING PLAN
401(k) retirement plan
Active participants
19
Accounts w/ balance
27
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
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
VOLLERTSEN, BRITT & GORSLINE, P.C.
.
Find decision makers
Plan sponsor
Name
VOLLERTSEN, BRITT & GORSLINE, P.C.
EIN
42-1047004
Address
5119 UTICA RIDGE ROAD · DAVENPORT, IA · 52807
Phone
(563) 324-0441
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-28
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
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
KOZAK & GAYER, P.A.
KOZAK & GAYER, P.A. RETIREMENT PLAN
$3.5M · 11 participants
BERMAN INDICTOR LLP
BERMAN INDICTOR PROFIT SHARING/401(K) PLAN
$3.5M · 9 participants
FRAIM & FIORELLA, P.C.
FRAIM & FIORELLA 401(K) PLAN
$3.5M · 10 participants
BERMAN & RIEDEL, LLP ATTORNEYS AT LAW
BERMAN & RIEDEL, LLP 401(K) PLAN
$3.5M · 7 participants
WAITE & MCWHA LAW FIRM
WAITE & MCWHA 401(K) PROFIT SHARING PLAN
$3.5M · 10 participants
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.
IFRAH, PLLC
IFRAH 401(K) PLAN
$3.5M · 14 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B
