How big is Cole Bernardel LLC's plan?

Cole Bernardel LLC's plan reported $4K in assets and 5 participants for 2023.

Original filing (PDF)20240503085945NAL0022628112001

Cole Bernardel LLC

Name: Cole Bernardel LLC — Cole Bernardel LLC 401(k), Form 5500 (2023)
Creator: Cole Bernardel LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cole Bernardel LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Cole Bernardel LLC's Cole Bernardel LLC 401(k) Profit Sharing Plan & Trust held $4K in plan assets for 5 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

People on this filing

Edward Rojas signed Cole Bernardel LLC's 2023 Form 5500 as plan administrator.

Edward Rojas — 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 Bernardel LLC's EIN is 47-4018151.

EIN 47-4018151

Plan number 001

Plan year 2023

ACK ID 20240503085945NAL0022628112001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Cole Bernardel LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Cole Bernardel 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 BERNARDEL LLC.

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Plan health score

Above-average plan

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