How big is Coblentz Patch Duffy & BASS LLP's plan?

Coblentz Patch Duffy & BASS LLP's plan reported $8.9M in assets and 73 participants for 2024.

Original filing (PDF)20251009173442NAL0004140099001

Coblentz Patch Duffy & BASS LLP

Name: Coblentz Patch Duffy & BASS LLP — Coblentz Patch, Form 5500 (2024)
Creator: Coblentz Patch Duffy & BASS LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coblentz Patch Duffy & BASS LLP Cash Balance Pension Plan

Defined-benefit pension plan · Coblentz Patch Duffy & BASS LLP's Coblentz Patch Duffy & BASS LLP Cash Balance Pension Plan held $8.9M in plan assets for 73 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$8.9M

Net assets (EOY)

$8.9M

People on this filing

Jackie Perry signed Coblentz Patch Duffy & BASS LLP's 2024 Form 5500 as plan administrator.

Jackie Perry — 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

Coblentz Patch Duffy & BASS LLP's EIN is 94-1244910.

EIN 94-1244910

Plan number 004

Plan year 2024

ACK ID 20251009173442NAL0004140099001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coblentz Patch Duffy & BASS LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coblentz Patch Duffy & BASS LLP's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COBLENTZ PATCH DUFFY & BASS LLP.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score