Original filing (PDF)20250602132432NAL0026727842001

PLC PARTNERSHIP DBA COLDWELL BANKER BROKERS OF THE VALLEY

Name: PLC PARTNERSHIP DBA COLDWELL BANKER BROKERS OF THE VALLEY — PLC PARTNERSHIP 401(K) PLAN, Form 5500 (2024)
Creator: PLC PARTNERSHIP DBA COLDWELL BANKER BROKERS OF THE VALLEY

Form 5500-SF

FILING_RECEIVED

PLC PARTNERSHIP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

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 PLC PARTNERSHIP DBA COLDWELL BANKER BROKERS OF THE VALLEY.

Plan sponsor

Name

PLC PARTNERSHIP DBA COLDWELL BANKER BROKERS OF THE VALLEY

EIN

68-0343518

Address

1775 LINCOLN AVENUE · NAPA, CA · 94558

Phone

(707) 254-2285

Industry

Real Estatesee 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

2025-06-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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