Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
R. M. KOLE & ASSOCIATES, CORP.
EIN 34-1941765Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
29
5316 RIDGE ROAD - PARMA, OH 44129440-885-7137
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 29 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#002
R. M. KOLE & ASSOCIATES, CORP. 401(K) PROFIT SHARING PLAN
401k
Assets$1.1M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
R. M. KOLE & ASSOCIATES, CORP. CASH BALANCE PLAN
CashBalance
Assets$155K
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | R. M. KOLE & ASSOCIATES, CORP. 401(K) PROFIT SHARING PLAN | 401k | $1.1M | 18 | 2025 | |
| 004 | R. M. KOLE & ASSOCIATES, CORP. CASH BALANCE PLAN | CashBalance | $155K | 11 | 2025 |
Retirement plans