Original filing (PDF)20241014133331NAL0027401185001

COLEMAN, RITCHIE & JACOBSON

Name: COLEMAN, RITCHIE & JACOBSON — COLEMAN, RITCHIE & JACOBSON 401(K) PLAN, Form 5500 (2023)
Creator: COLEMAN, RITCHIE & JACOBSON

Form 5500-SF

FILING_RECEIVED

COLEMAN, RITCHIE & JACOBSON 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$983K

Net assets (EOY)

$983K

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 average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLEMAN, RITCHIE & JACOBSON.

Plan sponsor

Name

COLEMAN, RITCHIE & JACOBSON

EIN

82-0381941all filings

Address

156 2ND AVENUE W. · TWIN FALLS, ID · 83303

Phone

(208) 734-1224

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

FRIED & FRIED PA

FRIED & FRIED PA 401(K) PROFIT SHARING PLAN

$983K · 7 participants

BIELLI & KLAUDER, LLC

BIELLI & KLAUDER, LLC 401(K) PLAN

$983K · 8 participants

FITZGERALD & ASSOCIATES, ATTORNE

FITZGERALD & ASSOCIATES, ATTORNEYS AT LAW 401(K) PLAN

$983K · 7 participants

CALIFORNIA RURAL LEGAL ASSISTANCE FOUNDATION

CRLAF 403(B) RETIREMENT PLAN

$984K · 48 participants

SHEEHY & SHEEHY

$983K · 1 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.