Assets by plan
Share of aggregate retirement assets
59%top
Sponsor portfolio
COLES CAPITAL MANAGEMENT
EIN 26-3893733Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
6
9870 RESEARCH DR. - IRVINE, CA 92618949-235-3008
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COLES CAPITAL MANAGEMENT 401(K) PLAN & TRUST
401k
Assets$1.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
COLES CAPITAL MANAGEMENT DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$867K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COLES CAPITAL MANAGEMENT 401(K) PLAN & TRUST | 401k | $1.2M | 3 | 2024 | |
| 002 | COLES CAPITAL MANAGEMENT DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $867K | 3 | 2024 |
Retirement plans