Cole Perkins signed Cole Papers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cole Papers, Inc.'s EIN is 45-0129830.
Download the official 2024 Form 5500 (PDF) for Cole Papers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cole Papers, Inc.'s plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIDMER ROEL, CPA'S | 45-0334950 | — | NONE | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Cole Papers, Inc. Common Stock Company common stock | Common Stocks | — | $296K | $2.4M | 80.6% | |
| TD Bank NA Interest bearing cash account 357 * Alerus Money Market Money market account | Cash / Money Market | — | $113K | $113K | 3.8% | |
| Microsoft Corp Public company common stock | Common Stocks | — | $20K | $67K | 2.3% | |
| Nvidia Corp Public company common stock | Common Stocks | — | $20K | $56K | 1.9% | |
| Costco Wholesale Co Public company common stock | Common Stocks | — | $18K | $55K | 1.9% | |
| Wisdomtree Floating Rate Exchange-traded fund | Bonds / Notes | — | $46K | $47K | 1.6% | |
| Trane Technologies PLC Public company common stock | Common Stocks | — | $27K | $34K | 1.1% | |
| Natural Resource Part LP Public company common stock | Common Stocks | — | $24K | $33K | 1.1% | |
| Tecnoglass Inc Public company common stock | Common Stocks | — | $28K | $32K | 1.1% | |
| Welltower Inc Public company common stock | Common Stocks | — | $30K | $30K | 1.0% | |
| Mueller Inds Inc Public company common stock | Common Stocks | — | $30K | $29K | 1.0% | |
| Alps Alerian MLP Exchange-traded fund | Other securities | — | $20K | $29K | 1.0% | |
| Ryan Specialty Holdings Public company common stock | Common Stocks | — | $25K | $23K | 0.8% | |
| iShares Tips Bond Exchange-traded fund | Other securities | — | $24K | $20K | 0.7% | |
| iShares 20 Pls Year Exchange-traded fund | Other securities | — | $8K | $5K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
