How big is Cole Herron Inc.'s plan?

Cole Herron Inc.'s plan reported $48K in assets and 16 participants for 2022.

Original filing (PDF)20230910112249NAL0018283281001

Cole Herron Inc.

Name: Cole Herron Inc. — Cole Herron, Inc. 401(k) Plan, Form 5500 (2022)
Creator: Cole Herron Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cole Herron, Inc. 401(k) Plan

401(k) retirement plan · Cole Herron Inc.'s Cole Herron, Inc. 401(k) Plan held $48K in plan assets for 16 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$48K

Net assets (EOY)

$48K

People on this filing

Shirley Horner signed Cole Herron Inc.'s 2022 Form 5500 as plan administrator.

Shirley Horner — 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 Herron Inc.'s EIN is 83-3036972.

EIN 83-3036972

Plan number 001

Plan year 2022

ACK ID 20230910112249NAL0018283281001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Cole Herron Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Cole Herron Inc.'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 HERRON INC.

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Plan health score

Above-average plan

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