How big is Cole Partners, Inc.'s plan?

Cole Partners, Inc.'s plan reported $44K in assets and 1 participants for 2023.

Original filing (PDF)20250630193339NAL0029286498001

Cole Partners, Inc.

Name: Cole Partners, Inc. — Cole Partners, Inc. 401(k), Form 5500 (2023)
Creator: Cole Partners, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cole Partners, Inc. 401(k) Plan

401(k) retirement plan · Cole Partners, Inc.'s Cole Partners, Inc. 401(k) Plan held $44K in plan assets for 1 participants in 2023.

Signals · 1

Late filing · 7.5 mo

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$44K

Net assets (EOY)

$44K

People on this filing

Phyllis O'LEARY signed Cole Partners, Inc.'s 2023 Form 5500 as plan administrator.

Phyllis O'LEARY — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cole Partners, Inc.'s EIN is 20-0734321.

EIN 20-0734321

Plan number 001

Plan year 2023

ACK ID 20250630193339NAL0029286498001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Cole Partners, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Cole Partners, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLE PARTNERS, INC..

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off