How big is The Colley Group, LLC's plan?

The Colley Group, LLC's plan reported $8.3M in assets and 50 participants for 2024.

Original filing (PDF)20251006070004NAL0005581408001

The Colley Group, LLC

Name: The Colley Group, LLC — The Colley Group 401(k), Form 5500 (2024)
Creator: The Colley Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Colley Group 401(k) Profit Sharing Plan

401(k) retirement plan · The Colley Group, LLC's The Colley Group 401(k) Profit Sharing Plan held $8.3M in plan assets for 50 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

People on this filing

Laurie Allen signed The Colley Group, LLC's 2024 Form 5500 as plan administrator.

Laurie Allen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Colley Group, LLC's EIN is 13-3791064.

EIN 13-3791064

Plan number 001

Plan year 2024

ACK ID 20251006070004NAL0005581408001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Colley Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Colley Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE COLLEY GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score