How big is Cola Inc.'s plan?

Cola Inc.'s plan reported $6.7M in assets and 63 participants for 2024.

Original filing (PDF)20260324082602NAL0002317201001

Cola Inc.

Name: Cola Inc. — Cola Inc. 401(k) Retirement Plan and, Form 5500 (2024)
Creator: Cola Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cola Inc. 401(k) Retirement Plan and Trust

401(k) retirement plan · Cola Inc.'s Cola Inc. 401(k) Retirement Plan and Trust held $6.7M in plan assets for 63 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

Plan identifiers

Cola Inc.'s EIN is 52-1573280.

EIN 52-1573280

Plan number 002

Plan year 2024

ACK ID 20260324082602NAL0002317201001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cola Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cola Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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.

Plan sponsor

Name

COLA INC.

EIN

all filings

Address

9881 BROKEN LAND PARKWAY · SUITE 200 · COLUMBIA, MD · 21046

Phone

(410) 381-6581

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-03-24

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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