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  2. Cole Financial Advisors, Inc.

Filings through Oct 24, 2026.

Cole Financial Advisors, Inc.

EIN 87-0406675-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$360K assets
Health & Benefits
0
Participants
2
3355 N. UNIVERSITY AVENUE, SUITE 150 - PROVO, UT 84604801-374-6393colefinancialadvisors.comLinkedIn1-10 employees
Plans on this EIN
1 filing
#001401(k)-$360K - 2 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

COLE FINANCIAL ADVISORS, INC. 401(K) PLAN

401(k)

Assets$360K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001COLE FINANCIAL ADVISORS, INC. 401(K) PLAN401(k)$360K22025
  • COLE FINANCIAL ADVISORS, INC. 401(K) PLAN$360K
    #001 · 401(k) · 20252
Retirement plans
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