· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
COLE & ASSOCIATES, CPAS LLC — COLE & ASSOCIATES, CPAS, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250314110842NAL0011791715001
COLE & ASSOCIATES, CPAS LLC
Form 5500-SF
FILING_RECEIVED
COLE & ASSOCIATES, CPAS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COLE & ASSOCIATES, CPAS LLC
.
Find decision makers
Plan sponsor
Name
COLE & ASSOCIATES, CPAS LLC
EIN
26-2951116
Address
2118 ROSALIND AVENUE SW · ROANOKE, VA · 24014
Phone
(540) 266-7178
Industry
CPA Offices
· Professional & Technical Services
see all
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
2025-03-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size CPA Offices plans
THE NICHOLS ACCOUNTING GROUP PC
THE NICHOLS ACCOUNTING GROUP PC EMPLOYEE BENEFIT PLAN
$4.0M · 51 participants
BROWN THORNTON PACENTA & CO, P.A.
BROWN THORNTON PACENTA & COMPANY, P.A. PROFIT SHARING PLAN
$4.0M · 17 participants
ZIMMER & ZIMMER, P.C.
ZIMMER & ZIMMER, P.C. PROFIT SHARING PLAN
$4.0M · 4 participants
PTD BUSINESS MANAGEMENT, LLP
PTD BUSINESS MANAGEMENT LLP 401(K) PROFIT SHARING PLAN
$4.0M · 45 participants
B.A. HARRIS, LLP
B.A. HARRIS & ASSOCIATES 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$4.0M · 26 participants
RMA ASSOCIATES LLC
RMA ASSOCIATES, LLC 401(K) PLAN
$4.0M · 59 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
