· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FOLKESTAD FAZEKAS BARRICK & PATOILE, P.C. — FOLKESTAD FAZEKAS BARRICK & PATOILE, P.C. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250911160724NAL0000963088001
FOLKESTAD FAZEKAS BARRICK & PATOILE, P.C.
Form 5500-SF
FILING_RECEIVED
FOLKESTAD FAZEKAS BARRICK & PATOILE, P.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
15
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FOLKESTAD FAZEKAS BARRICK & PATOILE, P.C.
.
Find decision makers
Plan sponsor
Name
FOLKESTAD FAZEKAS BARRICK & PATOILE, P.C.
EIN
84-1061225
Address
18 S WILCOX ST STE 200 · CASTLE ROCK, CO · 801041968
Phone
(303) 688-3045
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-11
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
HOLLAND LAW FIRM LLC
HOLLAND LAW FIRM 401(K) P/S PLAN
$4.6M · 47 participants
SAUER & WAGNER, LLP
SAUER & WAGNER, LLP 401(K) PROFIT SHARING PLAN
$4.6M · 5 participants
MEYERS & FLOWERS, LLC
MEYERS & FLOWERS 401(K) RETIREMENT PLAN
$4.6M · 29 participants
HOPPER MIKESKA, PLLC
HOPPER MIKESKA 401(K) PLAN
$4.6M · 13 participants
BUTY & CURLIANO, LLP
BUTY & CURLIANO, LLP CASH BALANCE PLAN
$4.6M · 8 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
LAFFEY, SEBRANEK, AUBY & RISTAU, S.C.
LAFFEY, SEBRANEK, AUBY & RISTAU SC RETIREMENT PLAN
$4.6M · 12 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B
