Plan Snapshot
- Plan Sponsor: Colony Brands, INC.
- Sponsor EIN: 390869862
- Sponsor Address: 1112 7TH AVENUE, MONROE, WI, 535661364
- Plan Type: DB
- Total Participants: 1,706
- Total Assets: $60.1M
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 | 1,706 | $60.1M | $4.0M | $0 |
| 2023 | 1,732 | $59.1M | $6.0M | $0 |
| 2022 | 1,810 | $53.0M | $6.0M | $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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM 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 | $541,766 | $128,901 | — | — | — |
| 2023 | $636,743 | $115,903 | — | — | — |
| 2022 | $519,933 | $126,158 | — | — | $15,791 |