Employers › Focus Partners Wealth
Recordkeeping fees per participant · The Colony Group, LLC 401(k) Profit Sharing Plan · plan year 2024
$29.95
Higher than 26% of the 1,697 plans $250M to 1B that report it.
= $18,148 / 606
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250923131605NAL0002576723001, received 2025-09-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250923131605NAL0002576723001, received 2025-09-23
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-23.
Administrative expenses excluding investment management, per participant
$34.90
Higher than 19% of the 2,324 plans $250M to 1B that report it.
= $21,148 / 606
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250923131605NAL0002576723001, received 2025-09-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250923131605NAL0002576723001, received 2025-09-23
Administrative expenses per participant
$34.90
Higher than 13% of the 2,405 plans $250M to 1B that report it.
= $21,148 / 606
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250923131605NAL0002576723001, received 2025-09-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250923131605NAL0002576723001, received 2025-09-23
Administrative expenses as a share of assets
0.008%
Higher than 4% of the 2,407 plans $250M to 1B that report it.
= $21,148 / $269,483,834
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250923131605NAL0002576723001, received 2025-09-23
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250923131605NAL0002576723001, received 2025-09-23
Employer contributions per participant
$4,983
Higher than 73% of the 2,457 plans $250M to 1B that report it.
= $3,019,397 / 606
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250923131605NAL0002576723001, received 2025-09-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250923131605NAL0002576723001, received 2025-09-23
Employer share of total contributions
20.5%
Higher than 17% of the 2,459 plans $250M to 1B that report it.
= $3,019,397 / $14,734,454
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250923131605NAL0002576723001, received 2025-09-23
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250923131605NAL0002576723001, received 2025-09-23
Plan terms are not published in public filings.
2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2T default investment (QDIA) · 3B · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250923131605NAL0002576723001, received 2025-09-23
| Field | Value | Source |
|---|---|---|
| Plan sponsor | THE COLONY GROUP, LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250923131605NAL0002576723001, received 2025-09-23 |
| Plan name | THE COLONY GROUP, LLC 401(K) PROFIT SHARING PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250923131605NAL0002576723001, received 2025-09-23 |
| Sponsor EIN / plan number | 90-0751149 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250923131605NAL0002576723001, received 2025-09-23 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250923131605NAL0002576723001, received 2025-09-23 |
| Sponsor location | BOSTON, MA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250923131605NAL0002576723001, received 2025-09-23 |
| Industry (business code) | 523900, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250923131605NAL0002576723001, received 2025-09-23 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250923131605NAL0002576723001, received 2025-09-23 |
| Filing received | 2025-09-23 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250923131605NAL0002576723001, received 2025-09-23 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250923131605NAL0002576723001, received 2025-09-23 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250923131605NAL0002576723001, received 2025-09-23 |
| Participants, beginning of year | 429 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250923131605NAL0002576723001, received 2025-09-23 |
| Active participants | 551 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250923131605NAL0002576723001, received 2025-09-23 |
| Participants, end of year | 638 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250923131605NAL0002576723001, received 2025-09-23 |
| Participants with an account balance | 606 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250923131605NAL0002576723001, received 2025-09-23 |
| Total assets, beginning of year | $70,605,041 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250923131605NAL0002576723001, received 2025-09-23 |
| Total assets, end of year | $269,483,834 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250923131605NAL0002576723001, received 2025-09-23 |
| Net assets, end of year | $269,483,834 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250923131605NAL0002576723001, received 2025-09-23 |
| Total income | $26,915,195 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250923131605NAL0002576723001, received 2025-09-23 |
| Net income | $20,768,036 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250923131605NAL0002576723001, received 2025-09-23 |
| Employer contributions | $3,019,397 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250923131605NAL0002576723001, received 2025-09-23 |
| Participant contributions | $6,253,096 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250923131605NAL0002576723001, received 2025-09-23 |
| Other contributions (incl. rollovers) | $5,461,961 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250923131605NAL0002576723001, received 2025-09-23 |
| Total contributions | $14,734,454 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250923131605NAL0002576723001, received 2025-09-23 |
| Benefit payments | $6,126,011 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250923131605NAL0002576723001, received 2025-09-23 |
| Total expenses (incl. benefit payments) | $6,147,159 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250923131605NAL0002576723001, received 2025-09-23 |
| Total administrative expenses | $21,148 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250923131605NAL0002576723001, received 2025-09-23 |
| Recordkeeping fees | $18,148 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250923131605NAL0002576723001, received 2025-09-23 |
| IQPA audit fees | $3,000 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250923131605NAL0002576723001, received 2025-09-23 |
| Administrative expenses excluding investment management | $21,148 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250923131605NAL0002576723001, received 2025-09-23 |
| Held in common/collective trusts | $33,065,737 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250923131605NAL0002576723001, received 2025-09-23 |
| Held in mutual funds | $206,541,752 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250923131605NAL0002576723001, received 2025-09-23 |
| Independent auditor | BDMP ASSURANCE, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250923131605NAL0002576723001, received 2025-09-23 |
Position = column in the DOL layout for form year 2024. Filing 20250923131605NAL0002576723001, received 2025-09-23.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLCrecordkeeper | N/A | 15 Recordkeeping and information management; 50 Direct payment from the plan | $18,148 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250923131605NAL0002576723001, received 2025-09-23.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $70,605,041 | $269,483,834 | 281.7% |
| Participants with a balance | 395 | 606 | 53.4% |
| Administrative expenses | $29,182 | $21,148 | -27.5% |
| Recordkeeping fees per participant | $29.05 | $29.95 | 3.1% |
| Employer contributions | $2,663,081 | $3,019,397 | 13.4% |
Prior filing 20241004150452NAL0019839184001, received 2024-10-04; the plan years are contiguous.
Sponsor name as filed: THE COLONY GROUP, LLC; SEC registrant: Focus Partners Wealth (CIK 1542153, matched by EIN).