Department of Labor filing

COLONIAL MANAGEMENT GROUP, LP

COLONIAL MANAGEMENT GROUP, LP 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

42filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$642

Reported employer contributions per active participant.

Higher than about 28% of comparable plans

#People in the filing

1,244

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$44 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 75% of comparable plans

↗Investment performance

Not available

Form 5500 does not report an employee investment return.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202442out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions28th percentileTypical peer $1,543 · based on 691 comparable plans

Lower reported administrative expense75th percentileTypical peer $91 · based on 742 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, COLONIAL MANAGEMENT GROUP, LP reported $798,532 in employer contributions across the plan and 1,244 active participants. That works out to $642 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy80%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 0.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 0.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context42/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $798,532
Participant contributions: $1,803,404
Other contributions: $158,635
Employer share of reported contributions: 30.7%
Beginning assets: $0
Ending assets: $23,587,011
Ending net assets: $23,587,011
Ending liabilities: $0
Total income: $4,016,519
Total expenses: $2,707,574
Administrative expenses: $61,411
Participant loans: $461,155

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2024

$642

Plan-paid administrative expenses per participant

2024

$44

Active participants

2024

1,244

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$642	1,244	23.6M	20251015135338NAL0004737281001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 2.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 061493144-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2024
Industry: Health care and social assistance
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2K2S2T3D

Current plan terms

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Filing ACK_ID20251015135338NAL0004737281001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗