Assets by plan
Share of aggregate retirement assets
Filings through .
W.R. Cole & Associates, Inc.
EIN 61-0940946ConstructionLatest filing 2025
Plans
3
Retirement
2
$3.8M assets
Health & Benefits
1
Participants
36
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $3.8M assets / 36 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
W.R. COLE & ASSOCIATES, INC. CASH BALANCE PENSION PLAN
Cash balance
Assets$2.0M
Participants14
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
W.R. COLE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$1.8M
Participants22
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
WR COLE AND ASSOCIATES INC CBS BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | W.R. COLE & ASSOCIATES, INC. CASH BALANCE PENSION PLAN | Cash balance | $2.0M | 14 | 2025 |
| #002 | W.R. COLE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $1.8M | 22 | 2025 |
- #003 · Cash balance · 202514
- #002 · 401(k) · 202522
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | WR COLE AND ASSOCIATES INC CBS BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans