How big is Eric Colbert & Associates, P.C.'s plan?

Eric Colbert & Associates, P.C.'s plan reported $7.8M in assets and 18 participants for 2024.

Original filing (PDF)20250521090130NAL0001775715001

Eric Colbert & Associates, P.C.

Name: Eric Colbert & Associates, P.C. — Eric Colbert &, Form 5500 (2024)
Creator: Eric Colbert & Associates, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Eric Colbert & Associates, P.C. Profit Sharing & 401(k) Plan

401(k) retirement plan · Eric Colbert & Associates, P.C.'s Eric Colbert & Associates, P.C. Profit Sharing & 401(k) Plan held $7.8M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

People on this filing

Patricia Martinez signed Eric Colbert & Associates, P.C.'s 2024 Form 5500 as plan administrator.

Patricia Martinez — 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

Eric Colbert & Associates, P.C.'s EIN is 52-1580305.

EIN 52-1580305

Plan number 001

Plan year 2024

ACK ID 20250521090130NAL0001775715001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Eric Colbert & Associates, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Eric Colbert & Associates, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ERIC COLBERT & ASSOCIATES, P.C..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

ERIC COLBERT & ASSOCIATES, P.C.

EIN

all filings

Address

717 5TH ST NW · WASHINGTON, DC · 20001

Phone

(202) 289-6800

Industry

Professional & Technical Services

Plan administrator