How big is Cole-Dalton, LLC's plan?

Cole-Dalton, LLC's plan reported $2.0M in assets and 3 participants for 2024.

Original filing (PDF)20250711180436NAL0004405187001

Cole-Dalton, LLC

Name: Cole-Dalton, LLC — Cole-Dalton, LLC Safe Harbor, Form 5500 (2024)
Creator: Cole-Dalton, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cole-Dalton, LLC Safe Harbor 401(k) Plan

401(k) retirement plan · Cole-Dalton, LLC's Cole-Dalton, LLC Safe Harbor 401(k) Plan held $2.0M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Cole-Dalton, LLC's EIN is 27-2792188.

EIN 27-2792188

Plan number 001

Plan year 2024

ACK ID 20250711180436NAL0004405187001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cole-Dalton, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLE-DALTON, LLC.

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

COLE-DALTON, LLC

EIN

all filings

Address

710 N. TUCKER BLVD · STE 503 · ST. LOUIS, MO · 63101

Phone

(314) 279-0600

Industry

Professional & Technical Services

Plan administrator