Plan Ledger DOL Form 5500 · updated monthly

Colony Brands, Inc.401(k)

COLONY BRANDS, INC. RETIREMENT SAVINGS PLAN · MONROE, WI · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Colony Brands, Inc. reported $140,131 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $1,904 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 2 years on file its reported administrative ratio fell from 0.13% to 0.08%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 140th-largest of 1,936 plans among Wisconsin employers on file, and the 231st of 5,215 in retail trade. In 2024, employees put in $2.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$186,024,267
Participants with balances2,290
Active participants1,910
Employer contributions$3,636,161
Employee contributions$8,580,697
Employer contribution per active participant$1,904
Average account balance$81,233
Benefits paid to participants$26,674,140
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$186.0M · 2,290 accts · $3.6M emplr
2023$174.8M · 2,333 accts · $3.6M emplr
2022$155.0M · 2,454 accts · $3.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$80,131
Investment management$60,000
Total administrative$140,131
The Colony Brands, Inc. 401(k) match · 2024
Employer contribution per active participant$1,904
Median for plans this size$3,635
2024$1,904 per active participant
2023$1,853 per active participant
2022$1,810 per active participant

Colony Brands, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. 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 · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$80,131
MORGAN STANLEY GLOBAL BANKING · Consulting$60,000
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$140,131 · 0.08%
2023$83,630 · 0.05%
2022$226,249 · 0.13%
Same employer
Similar plansRetail Trade · Wisconsin
Woodman's Food Market, Inc. WI$710.5M · 0.03%
Lands' End, Inc. WI$430.2M · 0.10%
Menard, Inc. WI$282.0M · 0.24%
Blain Supply, Inc. WI$209.5M · 0.16%
Pomps Tire Service Inc. WI$160.9M · 0.20%
Zimbrick, Inc. WI$130.3M · 0.13%
Bergstrom Corporation, Inc. WI$119.1M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390869862 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.