Plan Snapshot
- Plan Sponsor: Cole Realty Associates, INC.
- Sponsor EIN: 205216226
- Sponsor Address: 11 WOODCREEK DRIVE, BLUE ASH, OH, 45241
- Plan Type: DC
- Total Participants: 2
- Total Assets: $140,574
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 2 | $140,574 | $0 | $0 |
| 2023 | 2 | $96,655 | $0 | $0 |
| 2022 | 2 | $75,067 | $0 | $0 |