How big is Gully & Phelps Inc. DBA Coldwell's plan?

Gully & Phelps Inc. DBA Coldwell's plan reported $18K in assets and 6 participants for 2024.

Original filing (PDF)20250630184654NAL0011538113001

Gully & Phelps Inc. DBA Coldwell

Name: Gully & Phelps Inc. DBA Coldwell — Coldwell Banker, Form 5500 (2024)
Creator: Gully & Phelps Inc. DBA Coldwell
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coldwell Banker One 401(k) Plan

401(k) retirement plan · Gully & Phelps Inc. DBA Coldwell's Coldwell Banker One 401(k) Plan held $18K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

People on this filing

Claudia Rosales signed Gully & Phelps Inc. DBA Coldwell's 2024 Form 5500 as plan administrator.

Claudia Rosales — 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

Gully & Phelps Inc. DBA Coldwell's EIN is 72-1145684.

EIN 72-1145684

Plan number 001

Plan year 2024

ACK ID 20250630184654NAL0011538113001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Gully & Phelps Inc. DBA Coldwell from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Gully & Phelps Inc. DBA Coldwell'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 GULLY & PHELPS INC DBA COLDWELL.

Finding similar companies…

Plan health score

Above-average plan

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