Plan Snapshot
- Plan Sponsor: Colonial Electric Supply Co INC
- Sponsor EIN: 231879041
- Sponsor Address: 201 W CHURCH ROAD, KING OF PRUSSIA, PA, 19406
- Plan Type: 401(k)
- Total Participants: 424
- Total Assets: $50.5M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 424 | $50.5M | $415,920 | $2.7M |
| 2023 | 427 | $45.1M | $460,411 | $2.7M |
| 2022 | 407 | $33.1M | $401,274 | $2.3M |
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 |
|---|---|---|---|---|
| SIANA CARR O'CONNOR LYNAM LLP | Auditor | $20,000 | — | $20,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIANA CARR O'CONNOR LYNAM LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,000
- Estimated Expense Ratio: 0.040% 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 | $119,677 | $91,387 | — | $20,000 | — |
| 2023 | $96,733 | $89,648 | — | — | — |
| 2022 | $87,440 | — | — | — | — |