Plan Snapshot
- Plan Sponsor: Colonial Group, INC.
- Sponsor EIN: 582063421
- Sponsor Address: 1711 CHATHAM PKWY, SAVANNAH, GA, 314020576
- Plan Type: 401(k)
- Total Participants: 2,261
- Total Assets: $194.6M
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 | 2,261 | $194.6M | $9.6M | $6.5M |
| 2023 | 2,279 | $137.7M | $9.2M | $5.7M |
| 2022 | 2,190 | $116.3M | $7.9M | $4.6M |
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 |
|---|---|---|---|---|
| BAKER TILLY, US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $0
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 | $218,031 | — | $218,031 | — | — |
| 2023 | $167,959 | — | $158,566 | $9,393 | — |
| 2022 | $160,364 | — | $160,364 | — | — |