How big is Colton HOLM PLLC's plan?

Colton HOLM PLLC's plan reported $3.7M in assets and 7 participants for 2024.

Original filing (PDF)20250905140708NAL0029152016001

Colton HOLM PLLC

Name: Colton HOLM PLLC — Colton HOLM PLLC 401(k) Plan, Form 5500 (2024)
Creator: Colton HOLM PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Colton HOLM PLLC 401(k) Plan

401(k) retirement plan · Colton HOLM PLLC's Colton HOLM PLLC 401(k) Plan held $3.7M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Laurie Allen signed Colton HOLM PLLC's 2024 Form 5500 as plan administrator.

Laurie Allen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Colton HOLM PLLC's EIN is 93-1755181.

EIN 93-1755181

Plan number 001

Plan year 2024

ACK ID 20250905140708NAL0029152016001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Colton HOLM PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Colton HOLM PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLTON HOLM PLLC.

Finding similar companies…

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 (89th percentile).

Plan sponsor

Name

COLTON HOLM PLLC

EIN

all filings

Address

310 GRAND AVENUE · BILLINGS, MT · 59101

Phone

(406) 259-9986

Industry

Law Offices· Professional & Technical Services

Plan administrator