How big is Cole Valley Partners, LLC's plan?

Cole Valley Partners, LLC's plan reported $571K in assets and 7 participants for 2025.

Original filing (PDF)20260410220109NAL0014141169073

Cole Valley Partners, LLC

Name: Cole Valley Partners, LLC — Cole Valley Partners, Form 5500 (2025)
Creator: Cole Valley Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cole Valley Partners 401(k) Plan

401(k) retirement plan · Cole Valley Partners, LLC's Cole Valley Partners 401(k) Plan held $571K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$571K

Net assets (EOY)

$571K

People on this filing

Elantha Barry signed Cole Valley Partners, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Cole Valley Partners, LLC's EIN is 46-2907167.

EIN 46-2907167

Plan number 001

Plan year 2025

ACK ID 20260410220109NAL0014141169073

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Cole Valley Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Cole Valley Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

COLE VALLEY PARTNERS, LLC

EIN

all filings

Address

2188 SW PARK PLACE · SUITE 100 · PORTLAND, OR · 97205

Phone

(415) 840-6089

Industry

Real Estate

Plan administrator