Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
C.W. COLE & COMPANY, INC.
EIN 95-0637500ManufacturingLatest filing 2025
Plans
2
Retirement
2
$6.9M assets
Welfare
0
Participants
66
2560 ROSEMEAD BLVD - SOUTH EL MONTE, CA 91733323-443-2473
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.9M assets / 66 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
C.W. COLE & COMPANY, INC. PROFIT SHARING 401(K) PLAN
401k
Assets$3.6M
Participants33
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
C.W. COLE & COMPANY, INC. PROFIT SHARING 401(K) PLAN
401k
Assets$3.3M
Participants33
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 | C.W. COLE & COMPANY, INC. PROFIT SHARING 401(K) PLAN | 401k | $3.6M | 33 | 2025 | |
| 003 | C.W. COLE & COMPANY, INC. PROFIT SHARING 401(K) PLAN | 401k | $3.3M | 33 | 2024 |
Retirement plans