Plan Snapshot
- Plan Sponsor: Colas INC And Subsidiaries
- Sponsor EIN: 222979907
- Sponsor Address: 73 HEADQUARTERS PLAZA, NORTH TOWER,, MORRISTOWN, NJ, 07960
- Plan Type: 401(k)
- Total Participants: 3,828
- Total Assets: $555.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,828 | $555.2M | $19.3M | $21.9M |
| 2023 | 3,829 | $521.4M | $17.9M | $19.8M |
| 2022 | 3,391 | $470.3M | $18.5M | $20.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $435,932 | — | $435,932 |
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | INVESTMENT ADVISOR | $87,418 | — | $87,418 |
| BAKER TILLY US LLP | AUDITOR | $45,500 | — | $45,500 |
| BAKER TILLY US,LLP | Auditor | $45,500 | — | $45,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US LLP — AUDITOR
- BAKER TILLY US,LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $614,350
- Estimated Expense Ratio: 0.111% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $779,257 | $87,418 | — | $45,500 | — |
| 2023 | $535,456 | $84,872 | $393,808 | $43,000 | — |
| 2022 | $536,184 | $82,400 | $406,684 | — | $39,500 |