· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WYCKOFF & ASSOCIATES PC — WYCKOFF AND ASSOCIATES PC 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250912123003NAL0001297969001
WYCKOFF & ASSOCIATES PC
Form 5500-SF
FILING_RECEIVED
WYCKOFF AND ASSOCIATES PC 401K PLAN
401(k) retirement plan
Active participants
18
Accounts w/ balance
23
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
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
WYCKOFF & ASSOCIATES PC
.
Find decision makers
Plan sponsor
Name
WYCKOFF & ASSOCIATES PC
EIN
84-1318461
Address
3280 E WOODMEN RD STE 210 · COLORADO SPRINGS, CO · 809203586
Phone
(719) 633-8607
Industry
CPA Offices
· Professional & Technical Services
see all
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
2025-09-12
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
PRICE, PAIGE & COMPANY CPAS LLP
PRICE, PAIGE & COMPANY CPAS LLP 401K PROFIT SHARING PLAN
$5.5M · 58 participants
PRICE, PAIGE & COMPANY
PRICE, PAIGE & COMPANY 401K PROFIT SHARING PLAN
$5.5M · 58 participants
BLUM & CLARK, CERTIFIED PUBLIC ACCOUNTANTS, LLP
BLUM & CLARK CERTIFIED PUBLIC ACCOUNTANTS, LLP 401K PROFIT SHARING PLAN
$5.5M · 18 participants
CARPENTER AND LANGFORD, PLLC
CARPENTER AND LANGFORD, PLLC 401(K) PLAN
$5.5M · 39 participants
ROLLERI & SHEPPARD CPAS, LLP
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ROLLERI & SHEPPARD CPAS, LLP 401(K) PROFIT SHARING PLAN
$5.5M · 20 participants
KIECKHAFER SCHIFFER LLP
KIECKHAFER SCHIFFER LLP 401(K) PROFIT SHARING PLAN
$5.5M · 32 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
