Plan Snapshot
- Plan Sponsor: Color Intermediate, LLC
- Sponsor EIN: 881898921
- Sponsor Address: 3803 WEST CHESTER PIKE, NEWTOWN SQUARE, PA, 19073
- Plan Type: 401(k)
- Total Participants: 355
- Total Assets: $52.3M
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 | 355 | $52.3M | $1.7M | $5.6M |
| 2023 | 320 | $42.8M | $1.6M | $4.7M |
| 2022 | 293 | $32.9M | $111,646 | $449,687 |
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 |
|---|---|---|---|---|
| WINDHAM BRANNON, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRANNON, LLC — 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 | -$19,401 | $39,124 | — | — | — |
| 2023 | -$1,881 | $42,675 | — | — | — |
| 2022 | $75 | — | — | — | — |