P 401(k) Plan Report

Stable plan record

COLE WEALTH MANAGEMENT, LLC RETIREMENT TRUST

Sponsored by COLE WEALTH MANAGEMENT, LLC · EIN/PN 542166965-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$2,920
Administrative cost per participant
2025
$109
Active participants
2025
8
Total plan assets
2025
$2,304,661
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260609130116NAL00046640970028$2,920
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.