How big is Coles Capital Management's plan?

Coles Capital Management's plan reported $867K in assets and 3 participants for 2024.

Original filing (PDF)20251007114100NAL0011404722001

Coles Capital Management

Name: Coles Capital Management — Coles Capital Management, Form 5500 (2024)
Creator: Coles Capital Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coles Capital Management Defined Benefit Plan & Trust

Defined-benefit pension plan · Coles Capital Management's Coles Capital Management Defined Benefit Plan & Trust held $867K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$867K

Net assets (EOY)

$867K

People on this filing

Jason Coles signed Coles Capital Management's 2024 Form 5500 as plan administrator.

Jason Coles — 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

Coles Capital Management's EIN is 26-3893733.

EIN 26-3893733

Plan number 002

Plan year 2024

ACK ID 20251007114100NAL0011404722001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coles Capital Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coles Capital Management's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLES CAPITAL MANAGEMENT.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score