Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
H.M. COLE, LLC
EIN 45-4400100apparel & fashionLatest filing 2024
Plans
2
Retirement
2
$2.7M assets
Welfare
0
Participants
16
136 EAST SOUTH TEMPLE, SUITE 100 - SALT LAKE CITY, UT 84111385-229-4447hmcole.comLinkedIn11-50 employeesapparel & fashion
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.7M assets / 16 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
H.M. COLE, LLC CASH BALANCE PLAN
CashBalance
Assets$1.9M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
H.M. COLE, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$858K
Participants9
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 | H.M. COLE, LLC CASH BALANCE PLAN | CashBalance | $1.9M | 7 | 2024 | |
| 001 | H.M. COLE, LLC 401(K) PROFIT SHARING PLAN | 401k | $858K | 9 | 2024 |
Retirement plans