Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Cole Custom Homes and Remodeling
EIN 83-2454731ConstructionLatest filing 2024
Plans
2
Retirement
2
$423K assets
Welfare
0
Participants
6
61 EVERGREEN DRIVE - MARSTEN MILLS, MA 02648774-313-0163
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $423K assets / 6 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
COLE CUSTOM HOMES AND REMODELING CASH BALANCE PLAN
Cash balance
Assets$343K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
COLE CUSTOM HOMES AND REMODELING 401(K) PLAN
401(k)
Assets$80K
Participants3
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 | COLE CUSTOM HOMES AND REMODELING CASH BALANCE PLAN | Cash balance | $343K | 3 | 2024 | |
| 001 | COLE CUSTOM HOMES AND REMODELING 401(K) PLAN | 401(k) | $80K | 3 | 2024 |
Retirement plans