Original filing (PDF)20241008113938NAL0029698512001

COLONIAL YOUTH AND FAMILY SERV

Name: COLONIAL YOUTH AND FAMILY SERV — TAX DEFERRED ANNUITY PLAN OF COLONIAL YOUTH AND FAMILY SERVICES, Form 5500 (2023)
Creator: COLONIAL YOUTH AND FAMILY SERV

Form 5500-SF

FILING_RECEIVED

TAX DEFERRED ANNUITY PLAN OF COLONIAL YOUTH AND FAMILY SERVICES

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$178K

Net assets (EOY)

$178K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLONIAL YOUTH AND FAMILY SERV.

Plan sponsor

Name

COLONIAL YOUTH AND FAMILY SERV

EIN