How big is Collins, Roche, Utley & Garner, LLC's plan?

Collins, Roche, Utley & Garner, LLC's plan reported $7.2M in assets and 33 participants for 2024.

Original filing (PDF)20250424194608NAL0004969651001

Collins, Roche, Utley & Garner, LLC

Name: Collins, Roche, Utley & Garner, LLC — Collins Roche, Form 5500 (2024)
Creator: Collins, Roche, Utley & Garner, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Collins Roche Utley & Garner, LLC 401(k) PS Plan

401(k) retirement plan · Collins, Roche, Utley & Garner, LLC's Collins Roche Utley & Garner, LLC 401(k) PS Plan held $7.2M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.2M

Net assets (EOY)

$7.2M

Plan identifiers

Collins, Roche, Utley & Garner, LLC's EIN is 47-3406045.

EIN 47-3406045

Plan number 001

Plan year 2024

ACK ID 20250424194608NAL0004969651001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Collins, Roche, Utley & Garner, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Collins, Roche, Utley & Garner, 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 COLLINS, ROCHE, UTLEY & GARNER, 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

Helping the score