How big is Colonial Mortgage Service Company's plan?

Colonial Mortgage Service Company's plan reported $76K in assets and 2 participants for 2024.

Original filing (PDF)20250625150958NAL0008256641001

Colonial Mortgage Service Company

Name: Colonial Mortgage Service Company — Colonial Mortgag, Form 5500 (2024)
Creator: Colonial Mortgage Service Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Colonial Mortgage 401(k) Plan

401(k) retirement plan · Colonial Mortgage Service Company's Colonial Mortgage 401(k) Plan held $76K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$76K

Net assets (EOY)

$76K

People on this filing

Joseph Splendido signed Colonial Mortgage Service Company's 2024 Form 5500 as plan administrator.

Joseph Splendido — 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

Colonial Mortgage Service Company's EIN is 23-2689725.

EIN 23-2689725

Plan number 001

Plan year 2024

ACK ID 20250625150958NAL0008256641001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Colonial Mortgage Service Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Colonial Mortgage Service Company'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 COLONIAL MORTGAGE SERVICE COMPANY.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

COLONIAL MORTGAGE SERVICE COMPANY

EIN

all filings

Address

418 STUMP ROAD · MONTGOMERYVILLE, PA · 18936

Phone

(215) 661-1200

Industry

Finance & Insurance

Plan administrator