How big is Campbell, Williams, Ference & Hall's plan?

Campbell, Williams, Ference & Hall's plan reported $2.6M in assets and 14 participants for 2024.

Original filing (PDF)20250821122050NAL0004158257001

Campbell, Williams, Ference & Hall

Name: Campbell, Williams, Ference & Hall — Campbell, Form 5500 (2024)
Creator: Campbell, Williams, Ference & Hall
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Campbell, Williams, Ference & Hall 401(k) Profit Sharing Plan

401(k) retirement plan · Campbell, Williams, Ference & Hall's Campbell, Williams, Ference & Hall 401(k) Profit Sharing Plan held $2.6M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Campbell, Williams, Ference & Hall's EIN is 87-0500178.

EIN 87-0500178

Plan number 001

Plan year 2024

ACK ID 20250821122050NAL0004158257001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Campbell, Williams, Ference & Hall from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Campbell, Williams, Ference & Hall's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAMPBELL, WILLIAMS, FERENCE & HALL.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

CAMPBELL, WILLIAMS, FERENCE & HALL

EIN

all filings

Address

3920 SOUTH 1100 EAST · SUITE 250 · SALT LAKE CITY, UT · 84124

Phone

(801) 466-4266

Industry

Law Offices· Professional & Technical Services

Plan administrator