Cole Financial Planning and Wealth Management, Inc.

Elantha Barry signed Cole Financial Planning and Wealth Management, Inc.'s 2025 Form 5500 as plan administrator.

• Elantha Barry — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

Cole Financial Planning and Wealth Management, Inc.'s EIN is 46-1663973.

Download the official 2025 Form 5500 (PDF) for Cole Financial Planning and Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Cole Financial Planning and Wealth Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).