How big is Cole Mortgage Inc.'s plan?

Cole Mortgage Inc.'s plan reported $12K in assets and 2 participants for 2025.

Original filing (PDF)20260424221014NAL0006178129056

Cole Mortgage Inc.

Name: Cole Mortgage Inc. — Cole Mortgage Inc. 401(k) Plan, Form 5500 (2025)
Creator: Cole Mortgage Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cole Mortgage Inc. 401(k) Plan

401(k) retirement plan · Cole Mortgage Inc.'s Cole Mortgage Inc. 401(k) Plan held $12K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

People on this filing

Elantha Barry signed Cole Mortgage Inc.'s 2025 Form 5500 as plan administrator.

Elantha Barry — 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 Mortgage Inc.'s EIN is 85-1978282.

EIN 85-1978282

Plan number 001

Plan year 2025

ACK ID 20260424221014NAL0006178129056

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Cole Mortgage Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Cole Mortgage 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 MORTGAGE 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

Knocking points off