How big is Careerwise Colorado's plan?

Careerwise Colorado's plan reported $2.1M in assets and 46 participants for 2024.

Original filing (PDF)20251006152022NAL0002210835001

Careerwise Colorado

Name: Careerwise Colorado — Careerwise Colorado 401(k), Form 5500 (2024)
Creator: Careerwise Colorado
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Careerwise Colorado 401(k) Plan

401(k) retirement plan · Careerwise Colorado's Careerwise Colorado 401(k) Plan held $2.1M in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Kathryn Beach signed Careerwise Colorado's 2024 Form 5500 as plan administrator.

Kathryn Beach — 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

Careerwise Colorado's EIN is 81-1415662.

EIN 81-1415662

Plan number 001

Plan year 2024

ACK ID 20251006152022NAL0002210835001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Careerwise Colorado from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Careerwise Colorado'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 CAREERWISE COLORADO.

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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 (94th percentile).

Plan sponsor

Name

CAREERWISE COLORADO

EIN

all filings

Address

400 S. COLORADO BLVD. · SUITE 400 · DENVER, CO · 80246

Phone

(303) 955-6295

Industry

Educational Services

Plan administrator