How big is NATE Colbert's plan?

NATE Colbert's plan reported $286K in assets and 7 participants for 2024.

Original filing (PDF)20250722114728NAL0003442720001

NATE Colbert

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

Form 5500-SF

FILING_RECEIVED

NATE Colbert 401(k) Plan

401(k) retirement plan · NATE Colbert's NATE Colbert 401(k) Plan held $286K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$286K

Net assets (EOY)

$286K

Plan identifiers

NATE Colbert's EIN is 83-2850609.

EIN 83-2850609

Plan number 001

Plan year 2024

ACK ID 20250722114728NAL0003442720001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

NATE Colbert's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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.

Plan sponsor

Name

NATE COLBERT

EIN

all filings

Address

6111 WHISPERING CREEK DR. STE A · SIOUX CITY, IA · 51106

Phone

(712) 279-0646

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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