How big is LISA Cole PC's plan?

LISA Cole PC's plan reported $87K in assets and 1 participants for 2024.

Original filing (PDF)20250925160134NAL0003633315001

LISA Cole PC

Name: LISA Cole PC — LISA Cole PC 401(k) Plan, Form 5500 (2024)
Creator: LISA Cole PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LISA Cole PC 401(k) Plan

401(k) retirement plan · LISA Cole PC's LISA Cole PC 401(k) Plan held $87K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$87K

Net assets (EOY)

$87K

Plan identifiers

LISA Cole PC's EIN is 82-3836439.

EIN 82-3836439

Plan number 001

Plan year 2024

ACK ID 20250925160134NAL0003633315001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

LISA Cole PC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

LISA COLE PC

EIN

all filings

Address

61682 BROKEN TOP DRIVE · BEND, OR · 97702

Phone

(541) 749-0047

Industry

Real Estate

Plan administrator