· 2022–2024 · DOL EFAST2

Coleman, Ritchie & Jacobson — Coleman, Ritchie &, Form 5500 (2023)

Original filing (PDF)20241014133331NAL0027401185001

Coleman, Ritchie & Jacobson

Form 5500-SF

FILING_RECEIVED

Coleman, Ritchie & Jacobson 401(k) Plan

401(k) retirement plan · Coleman, Ritchie & Jacobson's Coleman, Ritchie & Jacobson 401(k) Plan held $983K in plan assets for 6 participants in 2023.

Signals · 1

High average account balance

Active participants

6

Accounts w/ balance

6

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

86

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 Services

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

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