Form 5500 Search
Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

COLE FINANCIAL ADVISORS, INC. 401(k) Plan

What public Form 5500 filings show about the COLE FINANCIAL ADVISORS, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$320K
Participants
2
Plans on file
1

The COLE FINANCIAL ADVISORS, INC. 401(k) on its latest Form 5500

COLE FINANCIAL ADVISORS, INC. (EIN 87-0406675) reports COLE FINANCIAL ADVISORS, INC. 401(K) PLAN on its most recent Form 5500, with $320K in plan assets across 2 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 FINANCIAL ADVISORS, INC. filing — schedules, fees, and providers.

Who runs the COLE FINANCIAL ADVISORS, INC. 401(k)?

COLE FINANCIAL ADVISORS, 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 FINANCIAL ADVISORS, INC.HR for the recordkeeper’s name and login.

How to check your COLE FINANCIAL ADVISORS, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask COLE FINANCIAL ADVISORS, INC. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: COLE FINANCIAL ADVISORS, INC. — all Form 5500 filings (EIN 87-0406675) · Utah employer EIN lookup · Form 5500 search
COLE FINANCIAL ADVISORS, INC. 401(k) Plan — Form 5500