Plan Snapshot
- Plan Sponsor: The Colonial Company
- Sponsor EIN: 631136006
- Sponsor Address: 5251 HAMPSTEAD HIGH ST STE 203, MONTGOMERY, AL, 361166755
- Plan Type: 401(k)
- Total Participants: 62
- Total Assets: $7.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 62 | $7.9M | $160,647 | $336,764 |
| 2023 | 61 | $6.2M | $154,223 | $311,152 |
| 2022 | 56 | $4.9M | $157,822 | $305,502 |