Colony Brands, Inc. Pension Plan
Sponsored by Colony Brands, Inc. · EIN 390869862 · Plan #001
- Total assets
- $60.1M
- Net assets
- $60.1M
- Active participants
- 1,706
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Actuarial, Claims processing, Recordkeeping | $151,526 |
| Morgan Stanley Smith Barney Llc | Custodial (securities), Investment advisory (plan), Securities brokerage | $136,240 |
| Matrix Trust Company | Consulting (general), Insurance brokerage commissions | $16,852 |