Plan Snapshot
- Plan Sponsor: Colonial Management Group, LP
- Sponsor EIN: 061493144
- Sponsor Address: 2500 MAITLAND CENTER PARKWAY SUITE, MAITLAND, FL, 32751
- Plan Type: 401(k)
- Total Participants: 1,244
- Total Assets: $23.6M
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 | 1,244 | $23.6M | $798,532 | $1.8M |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $35,000 | — | $35,000 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $14,950 | — | $14,950 |
| RESOURCES INVESTMENT ADVISORS, LLC | Investment Advisor | $11,461 | — | $11,461 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,411
- Estimated Expense Ratio: 0.260% 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 | $61,411 | $46,461 | — | — | — |