Tim Wolff signed Colony Brands, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Colony Brands, Inc.'s EIN is 39-0869862.
Download the official 2024 Form 5500 (PDF) for Colony Brands, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Colony Brands, Inc.'s plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $152K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 11-3658445 | — | INVESTMENT ADVISOR | $136K | — |
| MATRIX TRUST COMPANY |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard | Mutual Funds | — | $24.5M | $18.5M | 30.8% | |
| Vanguard | Mutual Funds | — | $9.2M | $8.1M | 13.6% | |
| Vanguard | Mutual Funds | — | $3.3M | $4.4M | 7.3% | |
| Vanguard | Mutual Funds | — | $3.6M | $4.0M | 6.7% | |
| Vanguard | Mutual Funds | — | $2.2M | $2.1M | 3.5% | |
| Vanguard | Mutual Funds | — | $906K | $968K | 1.6% | |
| Martin Currie | Other securities | — | $1.1M | $811K | 1.3% | |
| Transamerica | Other securities | — | $490K | $490K | 0.8% | |
| Taiwan Semiconductor-Sp ADR | Common Stocks | — | $263K | $421K | 0.7% | |
| Microsoft Corporation | Common Stocks | — | $289K | $349K | 0.6% | |
| Nvidia Corp | Common Stocks | — | $102K | $348K | 0.6% | |
| Amazon Com Inc | Common Stocks | — | $262K | $338K | 0.6% | |
| Morgan Stanley | Other securities | — | $273K | $273K | 0.5% | |
| Tencent Holdings Ltd ADR | Common Stocks | — | $204K | $211K | 0.4% | |
| KKR & Co Inc Cl A | Common Stocks | — | $127K | $195K | 0.3% | |
| Marvell Technology Group Ltd | Common Stocks | — | $111K | $192K | 0.3% | |
| Servicenow Inc | Common Stocks | — | $109K | $183K | 0.3% | |
| Intuit | Other securities | — | $172K | $176K | 0.3% | |
| Visa Inc Class A Shares | Common Stocks | — | $40K | $175K | 0.3% | |
| Alphabet Inc CL A | Common Stocks | — | $128K | $168K | 0.3% | |
| Progressive Corp | Common Stocks | — | $135K | $168K | 0.3% | |
| Federated Hermes | Other securities | — | $163K | $163K | 0.3% | |
| Arthur J Gallagher | Other securities | — | $132K | $162K | 0.3% | |
| Ares Management Corp | Common Stocks | — | $125K | $152K | 0.3% | |
| Wells Fargo & Co New | Common Stocks | — | $88K | $136K | 0.2% | |
| Safran Sa-Unspon ADR | Common Stocks | — | $79K | $130K | 0.2% | |
| Brookfield Asset Management Inc | Common Stocks | — | $93K | $122K | 0.2% | |
| Danaher Corp Del | Common Stocks | — | $134K | $120K | 0.2% | |
| HDFC Bank Ltd Adr | Common Stocks | — | $120K | $118K | 0.2% | |
| Cadence Design Systems Inc | Common Stocks | — | $84K | $118K | 0.2% | |
| Bank Of America Corp | Common Stocks | — | $105K | $113K | 0.2% | |
| State Street | Other securities | — | $110K | $110K | 0.2% | |
| Unitedhealth Group Inc | Common Stocks | — | $103K | $109K | 0.2% | |
| Icici Bank Ltd - Spon Adr | Common Stocks | — | $73K | $107K | 0.2% | |
| Airbnb Inc Class A | Common Stocks | — | $125K | $106K | 0.2% | |
| West Pharmaceutical Services | Other securities | — | $122K | $105K | 0.2% | |
| Philip Morris International | Other securities | — | $79K | $102K | 0.2% | |
| ING Groep N V | Common Stocks | — | $91K | $99K | 0.2% | |
| Sony Corp ADR New | Common Stocks | — | $108K | $99K | 0.2% | |
| Uber Technologies Inc | Common Stocks | — | $82K | $97K | 0.2% | |
| DBS Group Hldgs Ltd Spon ADR | Common Stocks | — | $65K | $97K | 0.2% | |
| Accenture PLC | Common Stocks | — | $97K | $96K | 0.2% | |
| Dynatrace Inc | Common Stocks | — | $96K | $95K | 0.2% | |
| Workday Inc-Class A | Common Stocks | — | $97K | $94K | 0.2% | |
| Aia Group Ltd Spon ADR | Common Stocks | — | $134K | $93K | 0.2% | |
| Monolithic Power Sys Inc | Common Stocks | — | $88K | $93K | 0.2% | |
| Morgan Stanley | Other securities | — | $70K | $92K | 0.2% | |
| Erste Bk Der Oester Spar Adr | Common Stocks | — | $64K | $92K | 0.2% | |
| Conocophillips | Other securities | — | $76K | $88K | 0.1% | |
| Cameco Corp | Common Stocks | — | $47K | $88K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| DENVER, CO |
| CONSULTANT |
| $17K |
| — |
