How big is Cole Advisory Inc.'s plan?

Cole Advisory Inc.'s plan reported $791K in assets and 4 participants for 2024.

Original filing (PDF)20251016014706NAL0007757536001

Cole Advisory Inc.

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

Form 5500-SF

FILING_RECEIVED

Cole Advisor, Inc. 401(k) Plan

401(k) retirement plan · Cole Advisory Inc.'s Cole Advisor, Inc. 401(k) Plan held $791K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$791K

Net assets (EOY)

$791K

Plan identifiers

Cole Advisory Inc.'s EIN is 27-4215862.

EIN 27-4215862

Plan number 003

Plan year 2024

ACK ID 20251016014706NAL0007757536001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cole Advisory Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

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