How big is ALAN R. Foley, SOLE Proprietor's plan?

ALAN R. Foley, SOLE Proprietor's plan reported $167K in assets and 1 participants for 2024.

Original filing (PDF)20250925182359NAL0003687475001

ALAN R. Foley, SOLE Proprietor

Name: ALAN R. Foley, SOLE Proprietor — ALAN R. Foley, Form 5500 (2024)
Creator: ALAN R. Foley, SOLE Proprietor
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ALAN R. Foley 401(k) Plan

401(k) retirement plan · ALAN R. Foley, SOLE Proprietor's ALAN R. Foley 401(k) Plan held $167K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$167K

Net assets (EOY)

$167K

Plan identifiers

ALAN R. Foley, SOLE Proprietor's EIN is 68-0374341.

EIN 68-0374341

Plan number 001

Plan year 2024

ACK ID 20250925182359NAL0003687475001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ALAN R. Foley, SOLE Proprietor from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ALAN R. Foley, SOLE Proprietor's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALAN R. FOLEY, SOLE PROPRIETOR.

Finding similar companies…

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 (99th percentile).

Plan sponsor

Name

ALAN R. FOLEY, SOLE PROPRIETOR

EIN

all filings

Address

2150 MAIN STREET, SUITE 1 · RED BLUFF, CA · 96080

Phone

(530) 528-1328

Industry

Finance & Insurance

Plan administrator