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  2. Cole & Company Wealth Management Solutions, Inc.

Filings through Oct 24, 2026.

Cole & Company Wealth Management Solutions, Inc.

EIN 26-0022019-investment banking-Latest filing 2025
Plans
1
Retirement
1
$1.3M assets
Health & Benefits
0
Participants
3
1420 E. CHAPMAN AVE - ORANGE, CA 92866714-704-9085LinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#001401(k)-$1.3M - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

COLE & COMPANY WEALTH MANAGEMENT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN

401(k)

Assets$1.3M
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001COLE & COMPANY WEALTH MANAGEMENT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN401(k)$1.3M32025
  • COLE & COMPANY WEALTH MANAGEMENT SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN$1.3M
    #001 · 401(k) · 20253
Retirement plans
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