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Department of Labor filing

COLT SERVICES, LP

COLT SERVICES, LP 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Aug 14, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

71filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support
$2,640

Reported employer contributions per active participant.

Higher than about 75% of comparable plans
#People in the filing
316

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$146 / participant

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

Lower cost than about 60% of comparable plans
↗Investment performance
Not available

Plan assets changed 14.8%, but that includes contributions, withdrawals, and market movement.

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 · 202471out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions75th percentileTypical peer $1,709 · based on 1,081 comparable plans
Lower reported administrative expense60th percentileTypical peer $180 · based on 1,089 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, COLT SERVICES, LP reported $834,319 in employer contributions across the plan and 316 active participants. That works out to $2,640 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 proxy89%

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 34.4%

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

Expense trendUp 132.2%

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

Peer context71/100

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
$834,319
Participant contributions
$1,729,615
Other contributions
$398,162
Employer share of reported contributions
32.5%
Beginning assets
$16,016,331
Ending assets
$18,391,745
Ending net assets
$18,391,745
Ending liabilities
$0
Total income
$4,709,939
Total expenses
$2,334,525
Administrative expenses
$46,898
Participant loans
$70,588

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
2022
$1,965
2023
$3,070
2024
$2,640
Plan-paid administrative expenses per participant
2022
$63
2023
$156
2024
$146
Active participants
2022
254
2023
244
2024
316
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$2,64031618.4M20250814065038NAL0005274531001
2023$3,07024416M20241009100818NAL0009094803001
2022$1,96525414.8M20231016221838NAL0039228401001

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
0.4%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Yes
Public plan identifier
030498223-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2014
Industry
Industry group 332
Amended filing
Yes
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN CENTURY INVESTMENT SERVICE2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
BLACKROCK INVESTMENTS, INC.2024Not reportedunknown
COLUMBIA2024Not reportedunknown
DELAWARE INVESTMENTS2024Not reportedunknown
GOLDMAN SACHS2024Not reportedunknown
INVESCO2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
LEGG MASON INVESTOR SERVICES, LLC2024Not reportedunknown
LORD ABBETT DISTRIBUTOR, LLC2024Not reportedunknown
NATIONWIDE FUND DISTRIBUTORS LLC2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20250814065038NAL0005274531001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗