How big is Kolisch Hartwell PC's plan?

Kolisch Hartwell PC's plan reported $1.5M in assets and 10 participants for 2024.

Original filing (PDF)20250718163503NAL0002180977001

Kolisch Hartwell PC

Name: Kolisch Hartwell PC — Kolisch Hartwell PC Employees, Form 5500 (2024)
Creator: Kolisch Hartwell PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kolisch Hartwell PC Employees Profit Sharing Plan

401(k) retirement plan · Kolisch Hartwell PC's Kolisch Hartwell PC Employees Profit Sharing Plan held $1.5M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Kolisch Hartwell PC's EIN is 93-0795365.

EIN 93-0795365

Plan number 001

Plan year 2024

ACK ID 20250718163503NAL0002180977001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kolisch Hartwell PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kolisch Hartwell PC'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 KOLISCH HARTWELL PC.

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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 (94th percentile).

Plan sponsor

Name

KOLISCH HARTWELL PC

EIN

all filings

Address

900 SW 5TH AVENUE · STE 2300 · PORTLAND, OR · 97204

Phone

(503) 224-6655

Industry

Law Offices· Professional & Technical Services

Plan administrator