How big is Collier, Fox and Associates, P.C.'s plan?

Collier, Fox and Associates, P.C.'s plan reported $999K in assets and 4 participants for 2022.

Original filing (PDF)20230613140843NAL0035558529001

Collier, Fox and Associates, P.C.

Name: Collier, Fox and Associates, P.C. — Collier, Fox and, Form 5500 (2022)
Creator: Collier, Fox and Associates, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Collier, Fox and Associates, P.C. Employees Retirement Plan

401(k) retirement plan · Collier, Fox and Associates, P.C.'s Collier, Fox and Associates, P.C. Employees Retirement Plan held $999K in plan assets for 4 participants in 2022.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$999K

Net assets (EOY)

$999K

Plan identifiers

Collier, Fox and Associates, P.C.'s EIN is 73-1462240.

EIN 73-1462240

Plan number 001

Plan year 2022

ACK ID 20230613140843NAL0035558529001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Collier, Fox and Associates, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Collier, Fox and Associates, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLLIER, FOX AND 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