How big is Cole Wealth Management, LLC's plan?

Cole Wealth Management, LLC's plan reported $1.9M in assets and 9 participants for 2024.

Original filing (PDF)20250723114538NAL0003383681001

Cole Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Cole Wealth Management, LLC Retirement Trust

401(k) retirement plan · Cole Wealth Management, LLC's Cole Wealth Management, LLC Retirement Trust held $1.9M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Martin Cole signed Cole Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Martin Cole — 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 Wealth Management, LLC's EIN is 54-2166965.

EIN 54-2166965

Plan number 001

Plan year 2024

ACK ID 20250723114538NAL0003383681001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cole Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 WEALTH MANAGEMENT, 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

Knocking points off