What public Form 5500 filings show about the Cole Advisory Inc. 401(k) plan — and how to find and check your own account.
Cole Advisory Inc. (EIN 27-4215862) reports COLE ADVISOR, INC. 401K PLAN on its most recent Form 5500, with $791K in plan assets across 4 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Cole Advisory Inc. filing — schedules, fees, and providers.
Cole Advisory Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Cole Advisory Inc.HR for the recordkeeper’s name and login.
