How big is Colonnade Advisors LLC's plan?

Colonnade Advisors LLC's plan reported $1.0M in assets and 13 participants for 2025.

Original filing (PDF)20260422103955NAL0005508128001

Colonnade Advisors LLC

Name: Colonnade Advisors LLC — Colonnade Advisors LLC, Form 5500 (2025)
Creator: Colonnade Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Colonnade Advisors LLC 401(k) Plan

401(k) retirement plan · Colonnade Advisors LLC's Colonnade Advisors LLC 401(k) Plan held $1.0M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Danielle Flynn signed Colonnade Advisors LLC's 2025 Form 5500 as plan administrator.

Danielle Flynn — 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

Colonnade Advisors LLC's EIN is 36-4274127.

EIN 36-4274127

Plan number 001

Plan year 2025

ACK ID 20260422103955NAL0005508128001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Colonnade Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Colonnade Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLONNADE ADVISORS 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