Original filing (PDF)20250411220733NAL0013046019022

COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC.

Name: COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC. — COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$681K

Net assets (EOY)

$681K

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 (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC..

Plan sponsor

Name

COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC.

EIN

46-1663973

Address

P.O. BOX 36608 · BIRMINGHAM, AL · 35236

Phone

(205) 477-5118

Industry

Finance & Insurancesee all

Plan administrator