Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
W.R. COLE & ASSOCIATES, INC.
EIN 61-0940946Retail TradeLatest filing 2025
Plans
3
Retirement
2
$3.8M assets
Welfare
1
Participants
36
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $3.8M assets / 36 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#003
W.R. COLE & ASSOCIATES, INC. CASH BALANCE PENSION PLAN
CashBalance
Assets$2.0M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
W.R. COLE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$1.8M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WR COLE AND ASSOCIATES INC CBS BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | W.R. COLE & ASSOCIATES, INC. CASH BALANCE PENSION PLAN | CashBalance | $2.0M | 14 | 2025 | |
| 002 | W.R. COLE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401k | $1.8M | 22 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WR COLE AND ASSOCIATES INC CBS BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans