How big is Cole Agency, LLC's plan?

Cole Agency, LLC's plan reported $2.6M in assets and 10 participants for 2025.

Original filing (PDF)20260506131029NAL0003241986001

Cole Agency, LLC

Name: Cole Agency, LLC — Cole Agency, LLC 401(k) Profit, Form 5500 (2025)
Creator: Cole Agency, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cole Agency, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Cole Agency, LLC's Cole Agency, LLC 401(k) Profit Sharing Plan held $2.6M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Cole Agency, LLC's EIN is 20-3491493.

EIN 20-3491493

Plan number 001

Plan year 2025

ACK ID 20260506131029NAL0003241986001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Cole Agency, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Cole Agency, LLC'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 AGENCY, LLC.

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Plan health score

Top-tier plan health

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off