Colonial Management Group, Lp 401(k) Plan
Sponsored by Colonial Management Group, Lp · EIN 061493144 · Plan #002
- Total assets
- $23.6M
- Net assets
- $23.6M
- Active participants
- 1,244
- With balances
- 1,054
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $35,000 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $14,950 |
| Resources Investment Advisors, Llc | Investment management | $11,461 |