How big is Sears & Associates, P.C.'s plan?

Sears & Associates, P.C.'s plan reported $1.3M in assets and 2 participants for 2024.

Original filing (PDF)20250402104354NAL0004862627001

Sears & Associates, P.C.

Name: Sears & Associates, P.C. — Sears & Associates, P.C., Form 5500 (2024)
Creator: Sears & Associates, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sears & Associates, P.C. 401(k) Plan

401(k) retirement plan · Sears & Associates, P.C.'s Sears & Associates, P.C. 401(k) Plan held $1.3M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

ERIN Hobson signed Sears & Associates, P.C.'s 2024 Form 5500 as plan administrator.

ERIN Hobson — 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

Sears & Associates, P.C.'s EIN is 84-1137879.

EIN 84-1137879

Plan number 001

Plan year 2024

ACK ID 20250402104354NAL0004862627001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sears & Associates, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sears & Associates, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SEARS & ASSOCIATES, P.C..

Finding similar companies…

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

SEARS & ASSOCIATES, P.C.

EIN

all filings

Address

2 NORTH CASCADE AVENUE, SUITE 1250 · COLORADO SPRINGS, CO · 80903

Phone

(719) 471-1984

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator