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COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC.

EIN 46-1663973-financial services-Latest filing 2025
Plans
1
Retirement
1
$917K assets
Welfare
0
Participants
3
P.O. BOX 36608 - BIRMINGHAM, AL 35236205-477-5118colefp.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$917K - 3 part

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Retirement#001

COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT 401(K) PLAN

401k

Assets$917K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COLE FINANCIAL PLANNING AND WEALTH MANAGEMENT 401(K) PLAN401k$917K32025
Retirement plans
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