J.B. Cole & Son, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: J.B. Cole & Son, INC.
  • Sponsor EIN: 042012219
  • Sponsor Address: 98 BEDFORD STREET, BRIDGEWATER, MA, 02324
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 51
  • Total Assets: $13.1M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202551$13.1M$0$0
202458$10.6M$368,982$259,045
202345$8.9M$348,774$189,305
202238$7.3M$290,975$166,804

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