How big is Cole Schotz P.C.'s plan?

Cole Schotz P.C.'s plan reported $136.5M in assets and 361 participants for 2024.

Original filing (PDF)20251010081454NAL0007360897001

Cole Schotz P.C.

Name: Cole Schotz P.C. — Cole Schotz P. C. Profit-Sharing, Form 5500 (2024)
Creator: Cole Schotz P.C.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Cole Schotz P. C. Profit-Sharing and 401(k) Plan

401(k) retirement plan · Cole Schotz P.C.'s Cole Schotz P. C. Profit-Sharing and 401(k) Plan held $136.5M in plan assets for 361 participants in 2024, with Capital Group (American Funds) as recordkeeper.

Signals · 1

High average account balance

Active participants

361

Accounts w/ balance

393

Plan assets (EOY)

$136.5M

Net assets (EOY)

$136.5M

Plan identifiers

Cole Schotz P.C.'s EIN is 22-2113414.

EIN 22-2113414

Plan number 001

Plan year 2024

ACK ID 20251010081454NAL0007360897001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cole Schotz P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cole Schotz P.C.'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 SCHOTZ P.C..

Finding similar companies…

How this plan invests

This plan

1 pooled trust

Schedule D

48 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score

High average account balance (91st percentile).

Plan sponsor

Name

COLE SCHOTZ P.C.

EIN

all filings

Address

25 MAIN STREET · HACKENSACK, NJ · 07601

Phone

(201) 489-3000

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
CAPITAL GROUP RETIREMENT PLAN SERVI	—	IRVINE, CA	RECORDKEEPER	$13K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY	—	NEW YORK, NY	INVESTMENT ADVISOR	$228K	—

Investments

48 direct securities · 1 pooled fund· $138.7M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Mutual Funds

$93.1M

24 holdings

Other securities

$29.3M

17 holdings

Common Collective Trusts

$13.3M

4 holdings

Cash / Money Market

$1.2M

2 holdings

Common Collective Trust

$1.0M

1 holding

Bonds / Notes

$833K

1 holding

					% of plan
American Funds 2035 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$17.8M	13.1%
American Funds 2030 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$15.9M	11.6%
American Funds 2040 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$11.2M	8.2%
Vanguard 500 Index Fund - Admiral Mutual Fund	Common Collective Trusts	—	—	$10.9M	8.0%
American Funds 2020 Target Date Fund R6 Mutual Fund	Mutual Funds	—	$7.1M	$7.4M	5.4%
JPMorgan Large Cap Growth R6 Mutual Fund	Other securities	—	—	$6.0M	4.4%
American Funds 2045 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$5.8M	4.3%
American Funds 2025 Target Date Fund R6 Mutual Fund	Mutual Funds	—	$5.4M	$5.8M	4.3%
American Funds 2050 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$5.4M	4.0%
Receivable Employer Contribution	Other securities	—	—	$4.6M	3.3%
Federated Hermes Strategic Value Dividend R6 Mutual Fund	Other securities	—	—	$3.7M	2.7%
Blackrock Total Return Instl Mutual Fund	Other securities	—	—	$3.4M	2.5%
Blackrock Health Sciences Opps Inst Mutual Fund	Other securities	—	—	$2.8M	2.0%
American Funds 2055 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$2.6M	1.9%
American Funds US Govt Money Market R6 Mutual Fund	Mutual Funds	—	—	$2.1M	1.6%
American Funds Europacific GR R6 Mutual Fund	Mutual Funds	—	—	$2.1M	1.6%
American Funds American Funds US Govt Money Market R6	Mutual Funds	—	$2.1M	$2.1M	1.5%
American Funds 2010 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$2.1M	1.5%
American Funds Fundamental Investors R6 Mutual Fund	Mutual Funds	—	—	$2.0M	1.4%
Hartford Midcap R6 Mutual Fund	Other securities	—	—	$1.9M	1.4%
American Funds 2015 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$1.9M	1.4%
Janus Henderson Triton N Mutual Fund	Mutual Funds	—	—	$1.8M	1.3%
PGIM High-Yield R6 Mutual Fund	Other securities	—	—	$1.7M	1.2%
Pimco Income ADM Mutual Fund	Mutual Funds	—	—	$1.7M	1.2%
Invesco Developing Markets R6 Mutual Fund	Mutual Funds	—	—	$1.6M	1.2%
Vanguard Wellesley Income ADM Mutual Fund	Mutual Funds	—	—	$1.2M	0.9%
Goldman Sachs Small/Mid Cap Growth Mutual Fund	Other securities	—	—	$1.2M	0.9%
BNY Mellon Global Fixed Income I Mutual Fund	Other securities	—	—	$1.2M	0.9%
Cash surrender value of life insurance contracts	Cash / Money Market	—	—	$1.1M	0.8%
iShares MSCI EAFE International Index K Mutual Fund	Other securities	—	—	$1.1M	0.8%
EB MAGIC 40 STABLE VALUE FUND KEYBANK, NA (EB MAGIC FUND) · EIN 34-6903863 / PN 002	Common Collective Trust	—	—	$1.0M	0.8%
iShares Russell 2000 Small-Cap Index K Mutual Fund	Common Collective Trusts	—	—	$959K	0.7%
Vanguard Extended Market IDX ADM Mutual Fund	Common Collective Trusts	—	—	$935K	0.7%
Notes receivable from participants Interest rates from 4.25% - 9.50% $-	Bonds / Notes	—	—	$833K	0.6%
American Funds 2060 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$722K	0.5%
Pimco Short-Term Instl Mutual Fund	Mutual Funds	—	—	$563K	0.4%
Eaton Vance Atlanta Capital Smid-Cap R6 Mutual Fund	Other securities	—	—	$553K	0.4%
Vanguard Emerging Mkts Stock IDX ADM Mutual Fund	Common Collective Trusts	—	—	$517K	0.4%
Invesco Gold & Special Minerals Y Mutual Fund	Mutual Funds	—	—	$407K	0.3%
Pimco Real Return Instl Mutual Fund	Mutual Funds	—	—	$392K	0.3%
Receivable Employee Contribution	Other securities	—	—	$340K	0.2%
American Funds 2065 Target Date Fund R6 Mutual Fund	Mutual Funds	—	—	$270K	0.2%
Blackrock Strategic Income Opps K Mutual Fund	Other securities	—	—	$253K	0.2%
Columbia Real Estate Equity Instl 2 Mutual Fund	Other securities	—	—	$213K	0.2%
Undiscovered Mgrs Behavioral Value R6 Mutual Fund	Other securities	—	—	$207K	0.2%
Pimco Commodity Real Ret Strat Instl Mutual Fund	Mutual Funds	—	—	$82K	<0.1%
Plan Level Forfeiture Account	Other securities	—	—	$76K	<0.1%
Bank of America Plan Level Checking account	Other securities	—	—	$7K	<0.1%
Cash accounts	Cash / Money Market	—	—	$7K	<0.1%