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

Cole Works, Inc.'s plan reported $895K in assets and 3 participants for 2024.

Original filing (PDF)20250919180313NAL0003365600001

Cole Works, Inc.

Name: Cole Works, Inc. — Cole Works, Inc. 401(k) Profit, Form 5500 (2024)
Creator: Cole Works, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cole Works, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Cole Works, Inc.'s Cole Works, Inc. 401(k) Profit Sharing Plan held $895K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$895K

Net assets (EOY)

$895K

People on this filing

JEFF Wolman signed Cole Works, Inc.'s 2024 Form 5500 as plan administrator.

JEFF Wolman — 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 Works, Inc.'s EIN is 20-4126867.

EIN 20-4126867

Plan number 001

Plan year 2024

ACK ID 20250919180313NAL0003365600001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cole Works, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cole Works, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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

Helping the score