· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
COLVIN & HALLETT, PS — COLVIN & HALLETT RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250320114400NAL0006651953001
COLVIN & HALLETT, PS
Form 5500-SF
FILING_RECEIVED
COLVIN & HALLETT RETIREMENT PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
8
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
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
COLVIN & HALLETT, PS
.
Find decision makers
Plan sponsor
Name
COLVIN & HALLETT, PS
EIN
91-1267643
Address
719 - 2ND AVE., SUITE 711 · SEATTLE, WA · 98104
Phone
(206) 223-0800
Industry
Law 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
2025-03-20
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
WISEMAN ASHWORTH LAW GROUP, PLC
WISEMAN ASHWORTH LAW GROUP RETIREMENT PLAN
$3.1M · 14 participants
CHERIAN LLP
CHERIAN LLP 401(K) PROFIT SHARING PLAN
$3.1M · 12 participants
LAW OFFICES OF RUDOLPH J MEOLA
LAW OFFICES OF RUDOLPH J MEOLA EMPLOYEE RETIREMENT PLAN
$3.1M · 9 participants
ROSENBERG MCKAY HOFFMAN
ROSENBERG MCKAY HOFFMAN CASH BALANCE PENSION PLAN (002)
$3.1M · 6 participants
JINKS CROW, P.C.
JINKS CROW, P.C. 401(K) PLAN
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.
$3.1M · 12 participants
GREGORY T. DUNN, AAL
GREG DUNN, AAL 401(K) PLAN
$3.1M · 3 participants
Large plans in Washington
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY 401(K) RETIREMENT PLAN
$73.9B · 143,146 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE SAVINGS PLANS MASTER TRUST INVESTMENT ACCOUNT
$73.5B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEES
WESTERN CONFERENCE OF TEAMSTERS PENSION PLAN
$56.4B · 231,353 participants
THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES
THE BOEING COMPANY EMPLOYEE RETIREMENT PLANS MASTER TRUST
$46.2B
COSTCO WHOLESALE CORPORATION
COSTCO 401K RETIREMENT PLAN
$41.0B · 212,976 participants
