Original filing (PDF)20250717175859NAL0001081472001

PAULSON COLETTI TRIAL ATTORNEYS PC

Name: PAULSON COLETTI TRIAL ATTORNEYS PC — PAULSON COLETTI TRIAL ATTORNEYS PC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PAULSON COLETTI TRIAL ATTORNEYS PC

Form 5500-SF

FILING_RECEIVED

PAULSON COLETTI TRIAL ATTORNEYS PC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PAULSON COLETTI TRIAL ATTORNEYS PC.

Plan sponsor

Name

PAULSON COLETTI TRIAL ATTORNEYS PC

EIN

93-0583455

Address

385 1ST STREET, STE 217 · LAKE OSWEGO, OR · 97034

Phone

(503) 226-6361

Industry

Law Offices· Professional & Technical Servicessee 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

2025-07-17

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

SCRUGGS, CARMICHAEL & WERSHOW, P.A.

SCRUGGS & CARMICHAEL & WERSHOW, P.A. 401(K) PROFIT SHARING PLAN

$6.4M · 28 participants

RANIER, DREW A. APLC

RANIER RETIREMENT PLAN

$6.4M · 12 participants

SAVAGE LAW PARTNERS, LLP

SAVAGE LAW PARTNERS, LLP 401(K) PLAN

$6.4M · 32 participants

ADLER & MANSON, L.C.

ADLER & MANSON, L.C. PROFIT SHARING 401(K) PLAN

$6.4M · 4 participants

SILBERT & GARON, L.L.P.

SILBERT & GARON, L.L.P. 401(K) PROFIT SHARING PLAN