Original filing (PDF)20251229133336NAL0025966720001

WR COLE AND ASSOCIATES INC

Name: WR COLE AND ASSOCIATES INC — WR COLE AND ASSOCIATES INC CBS BENEFIT PLAN, Form 5500 (2024)
Creator: WR COLE AND ASSOCIATES INC

Form 5500-SF

FILING_RECEIVED

WR COLE AND ASSOCIATES INC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WR COLE AND ASSOCIATES INC.

Plan sponsor

Name

WR COLE AND ASSOCIATES INC

EIN

61-0940946all filings

Address

11300 DECIMAL DR · LOUISVILLE, KY · 40299

Phone

(502) 267-4499

Industry

Constructionsee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

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

Related plans

Similar-size Construction plans

MOUNTAINEER RESOURCES, INC.

MOUNTAINEER RESOURCES, INC. RETIREMENT SAVINGS PLAN

OHIO SIMPLE BATH

OHIO SIMPLE BATH SOCA BENEFIT PLAN

CALIBRATION CONTROLS & AUTOMATION

CALIBRATION CONTROLS & AUTOMATION GFB BENEFIT PLAN

MERCER CONSTRUCTION CO., LLC

MERCER CONSTRUCTION CO., LLC 401(K) PLAN

MAJOR LEAGUE PRESSURE WASHING, LLC

MAJOR LEAGUE PRESSURE WASHING, LLC MCF BENEFIT PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.