Cole, Scott & Kissane, Pa 401(k) Plan: Login, Facts & Contact Information

Cole, Scott & Kissane, Pa 401(k) Plan Facts

Plan name
COLE, SCOTT & KISSANE, PA 401(K) PLAN
Plan type
401(k) and profit sharing
Plan sponsor
COLE, SCOTT & KISSANE, P.A.
Participants
1,455 (1,196 active employees)
Former employees with a balance
267
Plan assets
$59,334,995 at Dec 31, 2024
Average account balance
$44,115 across 1,345 accounts
Employer contributions
$973,720 in plan year 2024 (12% of all contributions)
Recordkeeper
Schwab Retirement Plan Services,inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2012
— Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $8.49 million went into the plan in contributions, $973,720 of it from the employer (12%).
  • $3.31 million was paid out to participants.
  • Investment and other income added $7.30 million.
  • Administrative expenses were $183,645, about $137 per account.

How the Cole, Scott & Kissane, Pa 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019993$22.8 million$549,699$1.38 million
20201,172$30.5 million$691,835$1.83 million
20211,184$38.7 million$414,897$1.95 million
20221,256$36.1 million$799,343$2.62 million
20231,376$47.0 million$829,112$3.53 million
20241,455$59.3 million$973,720$3.31 million

Cole, Scott & Kissane, Pa 401(k) Contact Information

Phone
305-350-5300
Mailing address
9150 SOUTH DADELAND BLVD. SUITE 1400, MIAMI FL 33156
Plan sponsor
COLE, SCOTT & KISSANE, P.A.
Employer identification number (EIN)
62-0792149
Plan number
001

Questions about the Cole, Scott & Kissane, Pa 401(k)

Does Cole, Scott & Kissane, Pa contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $973,720 in employer contributions for plan year 2024.

Does the Cole, Scott & Kissane, Pa 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Cole, Scott & Kissane, Pa 401(k) plan?

1,455 participants at the start of plan year 2024, 1,196 of them active employees, and 267 former employees who still had money in the plan.

What is the average 401(k) balance at Cole, Scott & Kissane, Pa?

About $44,115 per account: $59.3 million in plan assets across 1,345 accounts with a balance at the end of plan year 2024.

Who manages the Cole, Scott & Kissane, Pa 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES,INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Cole, Scott & Kissane, Pa. How do I access my 401(k)?

Your account stays with Schwab Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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