Plan Ledger DOL Form 5500 · updated monthly

Colonial Group, Inc.401(k)

COLONIAL GROUP, INC. RETIREMENT SAVINGS PLAN · SAVANNAH, GA · plan year 2024

Reported admin expense ratio · 2024
0.13%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Colonial Group, Inc. reported $218,031 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $4,230 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.131%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 177th-largest of 2,160 plans among Georgia employers on file, and the 249th of 4,246 in wholesale trade. In 2024, the employer put in $1.47 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$194,588,838
Participants with balances1,676
Active participants2,261
Employer contributions$9,565,061
Employee contributions$6,509,399
Employer contribution per active participant$4,230
Average account balance$116,103
Benefits paid to participants$21,532,789
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$194.6M · 1,676 accts · $9.6M emplr
2023$137.7M · 1,553 accts · $9.2M emplr
2022$116.3M · 1,156 accts · $7.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$218,031
Total administrative$218,031
The Colonial Group, Inc. 401(k) match · 2024
Employer contribution per active participant$4,230
Median for plans this size$3,635
2024$4,230 per active participant
2023$4,017 per active participant
2022$3,602 per active participant

Colonial Group, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$218,031
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$218,031 · 0.13%
2023$167,959 · 0.13%
2022$160,364 · 0.13%
All plans at this employer2
COLONIAL GROUP, INC. RETIREMENT SAVINGS PLAN401(k)
COLONIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansWholesale Trade · Georgia
U.S. Lumber Group LLC GA$214.0M · 0.26%
Bluelinx Corporation GA$211.5M · 0.10%
Kahn Ventures, Inc. GA$146.5M · 0.21%
Agilysys, Inc. GA$138.3M · 0.14%
Mingledorff's, Inc. GA$135.7M · 0.12%
United Distributors, Inc. GA$125.1M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582063421 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.