How big is Coldwell Sutter Capital Inc.'s plan?

Coldwell Sutter Capital Inc.'s plan reported $1.7M in assets and 15 participants for 2024.

Original filing (PDF)20251009133324NAL0011572720001

Coldwell Sutter Capital Inc.

Name: Coldwell Sutter Capital Inc. — Coldwell Sutter, Form 5500 (2024)
Creator: Coldwell Sutter Capital Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coldwell Sutter Capital Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Coldwell Sutter Capital Inc.'s Coldwell Sutter Capital Inc. 401(k) Profit Sharing Plan and Trust held $1.7M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Coldwell Sutter Capital Inc.'s EIN is 94-2799654.

EIN 94-2799654

Plan number 001

Plan year 2024

ACK ID 20251009133324NAL0011572720001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Coldwell Sutter Capital Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Coldwell Sutter Capital Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLDWELL SUTTER CAPITAL INC.

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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

Knocking points off