# The Colony Group, LLC DC Plan
Source: https://planprovider.pro/companies/the-colony-group-llc-plan-001

> The Colony Group, LLC's DC plan: 551 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Colony Group, LLC

- **Sponsor EIN:** 900751149

- **Sponsor Address:** ONE BOSTON PLACE, BOSTON, MA, 02108

- **Plan Type:** DC

- **Total Participants:** 551

- **Total Assets:** $269.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|551|$269.5M|$3.0M|$6.3M|

| 2023|352|$70.6M|$2.7M|$4.3M|

| 2022|348|$49.5M|$2.1M|$3.9M|

## 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|

| SENTINEL BENEFITS GROUP, LLC|N/A|$18,148|—|$18,148|

| BDMP ASSURANCE, LLP|Auditor|$3,000|—|$3,000|

### Verified Provider Profiles

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

- [SENTINEL BENEFITS GROUP, LLC](https://planprovider.pro/provider/sentinel-group) — N/A

- [BDMP ASSURANCE, LLP](https://planprovider.pro/provider/bdmp-assurance-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $21,148

- **Estimated Expense Ratio:** 0.008% 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|$21,148|—|—|$3,000|—|

| 2023|$29,182|—|—|$17,550|—|

| 2022|$10,220|—|—|—|$10,220|

## Similar Plans

- [Arrowstreet Capital L.P.](https://planprovider.pro/companies/arrowstreet-capital-l-p-401k-plan) — 478 participants

- [Audax Management Company, LLC](https://planprovider.pro/companies/audax-management-company-llc-401k-plan-001) — 447 participants

- [Bip Aligned Equity Holdings LLC](https://planprovider.pro/companies/bip-aligned-equity-holdings-llc-401k-plan) — 383 participants

- [Grantham, Mayo, Van Otterloo & Co. LLC](https://planprovider.pro/companies/grantham-mayo-van-otterloo-co-llc-plan-001) — 359 participants

- [Loomis, Sayles & Company, L.P.](https://planprovider.pro/companies/loomis-sayles-company-l-p-plan-002) — 776 participants

- [Harbourvest Partners, LLC](https://planprovider.pro/companies/harbourvest-partners-llc-401k-plan) — 941 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-colony-group-llc-plan-001)

© 2026 PlanProvider.Pro