Cole Information Services, INC. 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Cole Information Services, INC.
  • Sponsor EIN: 141897080
  • Sponsor Address: 17041 LAKESIDE HILLS PLAZA, OMAHA, NE, 68130
  • Plan Type: 401(k)
  • Total Participants: 14
  • Total Assets: $1.0M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202314$1.0M$34,021$115,782
202220$1.2M$29,552$109,122

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