How big is Colorado Wealth Group's plan?

Colorado Wealth Group's plan reported $60K in assets and 2 participants for 2024.

Original filing (PDF)20250710114529NAL0004025283001

Colorado Wealth Group

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

Form 5500-SF

FILING_RECEIVED

Colorado Wealth Group 401(k) Plan

401(k) retirement plan · Colorado Wealth Group's Colorado Wealth Group 401(k) Plan held $60K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$60K

Net assets (EOY)

$60K

People on this filing

Jacob Ray signed Colorado Wealth Group's 2024 Form 5500 as plan administrator.

Jacob Ray — 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

Colorado Wealth Group's EIN is 81-1974102.

EIN 81-1974102

Plan number 001

Plan year 2024

ACK ID 20250710114529NAL0004025283001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Colorado Wealth Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLORADO WEALTH GROUP.

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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