The Colony Group, Llc 401(k) Profit Sharing Plan
Sponsored by The Colony Group, Llc · EIN 900751149 · Plan #001
- Total assets
- $269M
- Net assets
- $269M
- Active participants
- 551
- With balances
- 606
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).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Benefits Group, Llc | Recordkeeping, Direct payment from the plan | $18,148 |