# Color Intermediate, LLC 401(k) Plan
Source: https://planprovider.pro/companies/color-intermediate-llc-401k-plan

> Color Intermediate, LLC&#39;s 401(k) plan: 355 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| MMA SECURITIES|ADVISOR|$33,333|—|$33,333|

| STRATEGIC ADVISORS, INC.|ADVISOR|$5,792|—|$5,792|

| WINDHAM BRANNON, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MMA SECURITIES](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [WINDHAM BRANNON, LLC](https://planprovider.pro/provider/windham-brannon-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $39,125

- **Estimated Expense Ratio:** 0.075% 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|-$19,401|$39,124|—|—|—|

| 2023|-$1,881|$42,675|—|—|—|

| 2022|$75|—|—|—|—|

## Similar Plans

- [Arthur H. Thomas Company](https://planprovider.pro/companies/arthur-h-thomas-company-401k-plan) — 348 participants

- [Greenphire, LLC](https://planprovider.pro/companies/greenphire-llc-401k-plan) — 364 participants

- [Onbe, INC.](https://planprovider.pro/companies/onbe-inc-401k-plan) — 331 participants

- [Definiti, LLC](https://planprovider.pro/companies/definiti-llc-401k-plan) — 330 participants

- [Donnelly-Boland And Associates](https://planprovider.pro/companies/donnelly-boland-and-associates-401k-plan) — 383 participants

- [The Vista School](https://planprovider.pro/companies/the-vista-school-401k-plan) — 325 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/color-intermediate-llc-401k-plan)

&copy; 2026 PlanProvider.Pro
