Cole Financial Planning and Wealth Management, Inc. (EIN 46-1663973) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $917K in plan assets and 2 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Cole Financial Planning and Wealth Management 401(k) Plan | 001 | 2 | $917K |
46-1663973 is the Employer Identification Number (EIN) Cole Financial Planning and Wealth Management, Inc. reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Alabama EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
