How big is Cole Realty Advisors LLC's plan?

Cole Realty Advisors LLC's plan reported $7K in assets and 1 participants for 2023.

Original filing (PDF)20240903060741NAL0018332193001

Cole Realty Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Cole Realty Advisors LLC 401(k)

401(k) retirement plan · Cole Realty Advisors LLC's Cole Realty Advisors LLC 401(k) held $7K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7K

Net assets (EOY)

$7K

People on this filing

Nick Rice signed Cole Realty Advisors LLC's 2023 Form 5500 as plan administrator.

Nick Rice — 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 Realty Advisors LLC's EIN is 81-4756806.

EIN 81-4756806

Plan number 001

Plan year 2023

ACK ID 20240903060741NAL0018332193001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Cole Realty Advisors 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 REALTY ADVISORS 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

Helping the score