Plan Snapshot
- Plan Sponsor: Colsa Corporation
- Sponsor EIN: 630798322
- Sponsor Address: 6728 ODYSSEY DRIVE, HUNTSVILLE, AL, 35806
- Plan Type: 401(k)
- Total Participants: 1,577
- Total Assets: $277.1M
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 | 1,577 | $277.1M | $5.7M | $12.3M |
| 2023 | 1,467 | $257.9M | $5.1M | $11.3M |
| 2022 | 1,263 | $234.7M | $5.3M | $11.9M |
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 |
|---|---|---|---|---|
| USI CONSULTING GROUP | N/A | $108,354 | — | $108,354 |
| MAUDLIN & JENKINS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAUDLIN & JENKINS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $108,354
- Estimated Expense Ratio: 0.039% 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 | $108,354 | $27,912 | — | — | — |
| 2023 | $57,447 | — | — | — | — |
| 2022 | $45,372 | — | — | — | $45,372 |