401(k) · DOL Form 5500 · 2023
Fraser Mccombs Capital II LLC 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $152,706
- Avg per participant Above avg balance/head
Official DOL plan name: Fraser Mccombs Capital II LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Fraser Mccombs Capital II LLC · Colorado · Professional & Technical Services
$1M in assets, 7 participants
Fraser Mccombs Capital II LLC's Fraser Mccombs Capital II LLC 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 24th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #3,964 in Professional & Technical Services (20,321 peers)
Fraser Mccombs Capital II LLC multi-year trail
Fraser Mccombs Capital II LLC's plans moved +82.7% in assets from 2022 to 2024; this filing shows Fraser Mccombs Capital II LLC 401(k) Profit Sharing Plan & Trust at $1M / 7 participants.
- #3,964
- in Professional & Technical Services (20,321 peers)
- +46.0%
- assets growth YoY
Fraser Mccombs Capital II LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Fraser Mccombs Capital II LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,068,944 24th percentile higher than 24% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Fraser Mccombs Capital II LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fraser Mccombs Capital II LLC 401(k) Profit Sharing Plan & Trust is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fraser Mccombs Capital II LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$2K in the plan year 2022 filing to $337K in the plan year 2023 filing.
- Fraser Mccombs Capital II LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $732K in the plan year 2022 filing to $1M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 810773135 · Fraser Mccombs Capital II LLC PY 2023 · 401(k)
Fraser Mccombs Capital II LLC 401(k) Profit Sharing Plan & Trust · $1M · 7 · 24th
- ASSETS $1M
- ASSETS 7
- ASSETS 24th
- ASSETS 401(k)
- ASSETS near D & E Screw Machine Products I 401(k) Profit Sharing Plan & Trust
- ASSETS ind #3964
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Colorado →
Fraser Mccombs Capital II LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Fraser Mccombs Capital II LLC multi-year asset trail
Sponsor-wide plan assets over time
All Fraser Mccombs Capital II LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 82.67187128542425% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $732K |
| 2023 | 1 | 7 | $1M |
| 2024 | 1 | 7 | $1M |
Fraser Mccombs Capital II LLC filing trail (2023)
| Total Assets (Beginning of Year) | $732K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $337K |
| Employer EIN | 810773135 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $3.3B · 57,711
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
- Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
- Woodward Retirement Savings Plan $1.8B · 5,847
- Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491
Fraser Mccombs Capital II LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is D & E Screw Machine Products I 401(k) Profit Sharing Plan & Trust in NH ($1M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.