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Original filing (PDF)20251003100915NAL0001225761001
COLONY HARDWARE CORP.
Form 5500
FILING_RECEIVED
COLONY HARDWARE CORP 401(K) PLAN
401(k) retirement plan
Active participants
1,162
Accounts w/ balance
1,473
Plan assets (EOY)
$63.9M
Net assets (EOY)
$63.9M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 29 bps in Schedule C fees — 81% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLONY HARDWARE CORP..
Plan sponsor
Name
COLONY HARDWARE CORP.
EIN
30-0432137
Address
269 S LAMBERT STREET · ORANGE, CT · 06477
Phone
(203) 466-5252
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WHITTLESEY PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTS INST OPER CO INC | 04-2647786 | — | RECORDKEEPER | $113K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 42-1445429 | — | ADVISOR | $72K | — |
Investments
33 direct securities· $63.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Massachusetts Financial Services Growth Fund R-6 | — | — | — | $7.4M | 11.6% | |
| T. Rowe Price Retirement 2030 | — | — | — | $5.5M | 8.6% | |
| Fidelity 500 Index | — | — | — | $5.0M | 7.8% | |
| T. Rowe Price Retirement 2040 | — | — | — | $4.4M | 6.8% | |
| T. Rowe Price Retirement 2025 | — | — | — | $4.0M | 6.3% | |
| T. Rowe Price Retirement 2035 | — | — | — | $4.0M | 6.2% | |
| T. Rowe Price Retirement 2055 | — | — | — | $3.6M | 5.6% | |
| T. Rowe Price Retirement 2050 | — | — | — | $3.5M | 5.5% | |
| Vanguard Info Tec Index AD | — | — | — | $2.8M | 4.4% | |
| T. Rowe Price Retirement 2045 | — | — | — | $2.6M | 4.1% | |
| Massachusetts Financial Services Value Fund R-6 | — | — | — | $2.5M | 3.9% | |
| Massachusetts Financial Services International Diversification R-6 | — | — | — | $2.4M | 3.8% | |
| Massachusetts Financial Services Mid Capital Value R-6 | — | — | — | $2.3M | 3.5% | |
| T. Rowe Price Retirement 2060 | — | — | — | $2.2M | 3.5% | |
| JP Morgan Mid Capital Growth R-6 | — | — | — | $2.0M | 3.1% | |
| Fidelity Government Money Market Fund | — | — | — | $1.1M | 1.7% | |
| Lord Abbett Short Duration Income | — | — | — | $939K | 1.5% | |
| T. Rowe Price Retirement 2020 | — | — | — | $915K | 1.4% | |
| American Century Small Cap Growth R6 | — | — | — | $760K | 1.2% | |
| Calmos Market Neutral Income Fund I | — | — | — | $666K | 1.0% | |
| Notes receivable from participants 4.25% - 9.50% -0- | — | — | — | $644K | 1.0% | |
| Fidelity Small Capital Index | — | — | — | $628K | 1.0% | |
| JP Morgan Government Bond R-6 | — | — | — | $625K | 1.0% | |
| PIMCO RAE US Small Fund | — | — | — | $618K | 1.0% | |
| J. Hancock Bond R-6 | — | — | — | $601K | 0.9% | |
| Fidelity Mid Capital Index | — | — | — | $564K | 0.9% | |
| Fidelity US Bond Index | — | — | — | $468K | 0.7% | |
| PGIM High Yield R6 Fund | — | — | — | $400K | 0.6% | |
| American Funds World Bond Fund R-6 | — | — | — | $326K | 0.5% | |
| T. Rowe Price Retirement 2005 | — | — | — | $261K | 0.4% | |
| T. Rowe Price Retirement 2015 | — | — | — | $79K | 0.1% | |
| Fidelity Inflation-Protected Bond Index | — | — | — | $15K | <0.1% | |
| T. Rowe Price Retirement 2010 | — | — | — | $4K | <0.1% |
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