D. J. COLBY COMPANY, INC. 401K PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 1
High average account balance
Active participants
9
Accounts w/ balance
9
Plan assets (EOY)
$5.2M
Net assets (EOY)
$5.2M
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
76
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for D. J. COLBY COMPANY, INC..
Plan sponsor
Name
D. J. COLBY COMPANY, INC.
EIN
13-5609034
Address
45 BROADWAY, SUITE 2150 · NEW YORK, NY · 10006
Phone
(212) 962-6555
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2026-01-29
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
