How big is Cole Professional Services, LLC's plan?

Cole Professional Services, LLC's plan reported $635K in assets and 12 participants for 2024.

Original filing (PDF)20250821162806NAL0004434657001

Cole Professional Services, LLC

Name: Cole Professional Services, LLC — Cole Professional, Form 5500 (2024)
Creator: Cole Professional Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cole Professional Services 401(k) Plan

401(k) retirement plan · Cole Professional Services, LLC's Cole Professional Services 401(k) Plan held $635K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$635K

Net assets (EOY)

$635K

Plan identifiers

Cole Professional Services, LLC's EIN is 47-3770190.

EIN 47-3770190

Plan number 001

Plan year 2024

ACK ID 20250821162806NAL0004434657001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cole Professional Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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