How big is Brock Serve LLC's plan?

Brock Serve LLC's plan reported $208K in assets and 37 participants for 2024.

Original filing (PDF)20250924094437NAL0002945827001

Brock Serve LLC

Name: Brock Serve LLC — Colfax CFA 401(k) Plan, Form 5500 (2024)
Creator: Brock Serve LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Colfax CFA 401(k) Plan

401(k) retirement plan · Brock Serve LLC's Colfax CFA 401(k) Plan held $208K in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$208K

Net assets (EOY)

$208K

People on this filing

Anthony Ward AS Attorney signed Brock Serve LLC's 2024 Form 5500 as plan administrator.

Anthony Ward AS Attorney — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Brock Serve LLC's EIN is 47-1982072.

EIN 47-1982072

Plan number 001

Plan year 2024

ACK ID 20250924094437NAL0002945827001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brock Serve LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brock Serve LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BROCK SERVE LLC.

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

BROCK SERVE LLC

EIN

all filings

Address

8221 WEST 67TH DRIVE · ARVADA, CO · 80004

Phone

(720) 431-0792

Industry

Accommodation & Food Services

Plan administrator

Name

ERISA FIDUCIARY SERVICES

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

2025-09-24

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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