Colonial Oaks Seniore Living Empolyer Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Colonial Oaks Seniore Living Empolyer Llc · EIN 814015352 · Plan #001 · Dallas, TX
- Total assets
- $1.2M
- Net assets
- $1.2M
- Active participants
- 229
- With balances
- 230
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
No Schedule C on file for this plan year.
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $1.2M | 229 | ack 20250917101505NAL0000404003001 |
| 01/01/2021 | $2.7M | 534 | ack 20250917102324NAL0000352704001 |
| 01/01/2020 | $2.3M | 460 | ack 20250919091719NAL0002326897001 |
| 01/01/2019 | $2.7M | 439 | ack 20250919094200NAL0002892163001 |
| 01/01/2018 | $2.3M | 545 | ack 20250919090226NAL0003289826001 |
| 01/01/2017 | $2.5M | 641 | ack 20250919085951NAL0001003187001 |