Plan Snapshot
- Plan Sponsor: Colonial Pipeline Company
- Sponsor EIN: 580863362
- Sponsor Address: 1000 LAKE STREET, ALPHARETTA, GA, 30009
- Plan Type: DB
- Total Participants: 174
- Total Assets: $78.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 174 | $78.8M | $4.4M | $0 |
| 2023 | 182 | $78.5M | $4.0M | $0 |
| 2022 | 188 | $72.0M | $4.4M | $0 |
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 |
|---|---|---|---|---|
| BUCK GLOBAL, LLC | Other Service Provider | $117,676 | — | $117,676 |
| MERCER INVESTMENTS LLC | Other Service Provider | $50,325 | — | $50,325 |
| NORTHERN TRUST CORPORATION | Other Service Provider | $44,761 | — | $44,761 |
| PRINCIPAL TRUST COMPANY | Recordkeeper | $27,104 | — | $27,104 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRINCIPAL TRUST COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $239,866
- Estimated Expense Ratio: 0.304% 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 | $285,517 | $95,086 | — | — | — |
| 2023 | $294,699 | $118,081 | — | — | — |
| 2022 | $277,637 | $53,172 | — | — | $83,844 |