What public Form 5500 filings show about the Cole Consulting Group, Inc. DBA the Cole Group 401(k) plan — and how to find and check your own account.
Cole Consulting Group, Inc. DBA the Cole Group (EIN 46-2414261) reports THE COLE GROUP 401(K) PLAN & TRUST on its most recent Form 5500, with $3.6M in plan assets across 21 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 Consulting Group, Inc. DBA the Cole Group filing — schedules, fees, and providers.
Cole Consulting Group, Inc. DBA the Cole Group’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 Consulting Group, Inc. DBA the Cole GroupHR for the recordkeeper’s name and login.
