Colonial Electric Supply Co, Inc Retirement Plan And Trust
Sponsored by Colonial Electric Supply Co Inc · EIN 231879041 · Plan #001
- Total assets
- $50.5M
- Net assets
- $50.5M
- Active participants
- 424
- With balances
- 586
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 |
|---|---|---|
| Wells Fargo | Recordkeeping, Trustee (institutional), Other services | $91,387 |
| Siana Carr O'connor & Lynam, Llp | Recordkeeping, Consulting (pension), Direct payment from the plan | $20,000 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $8,290 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees, Distribution (12b-1) fees | $0 |