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 ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
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 | $80K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKING | 20-8764829 | — | CONSULTANT | $60K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Total Market Index | Common Collective Trusts | — | — | $55.0M | 29.5% | |
| BLACKROCK LIFEPATH INDEX 2040 S BLACKROCK · EIN 26-3770208 / PN 151 | Common Collective Trust | — | — | $10.9M | 5.9% | |
| MORLEY STABLE VAL FUND CLASS 25 I MORLEY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $10.8M | 5.8% | |
| BLACKROCK LIFEPATH INDEX 2035 S BLACKROCK · EIN 26-3770263 / PN 152 | Common Collective Trust | — | — | $10.4M | 5.6% | |
| ALLSPRING CORE PLUS BOND CIT MD1 SEI · EIN 87-7012620 / PN 001 | Common Collective Trust | — | — | $10.4M | 5.6% | |
| BLACKROCK LIFEPATH INDEX 2055 S BLACKROCK · EIN 46-3302432 / PN 178 | Common Collective Trust | — | — | $9.5M | 5.1% | |
| American Funds American Funds EuroPacific Gr R5 | Mutual Funds | — | — | $9.0M | 4.9% | |
| BLACKROCK LIFEPATH INDEX RETRMNT S BLACKROCK · EIN 26-3773846 / PN 157 | Common Collective Trust | — | — | $9.0M | 4.9% | |
| BLACKROCK LIFEPATH INDEX 2045 S BLACKROCK · EIN 26-3770058 / PN 150 | Common Collective Trust | — | — | $9.0M | 4.8% | |
| BLACKROCK LIFEPATH INDEX 2030 S BLACKROCK · EIN 26-3770302 / PN 153 | Common Collective Trust | — | — | $8.9M | 4.8% | |
| William Blair William Blair Lg Cap Gr I | Other securities | — | — | $8.6M | 4.6% | |
| Victory Sycamore Small Co Opp R | Common Stocks | — | — | $7.9M | 4.2% | |
| BLACKROCK LIFEPATH INDEX 2050 S BLACKROCK · EIN 26-3763061 / PN 149 | Common Collective Trust | — | — | $6.2M | 3.3% | |
| PUTNAM LG CAP VAL TRUST IA PUTNAM · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $5.0M | 2.7% | |
| BLACKROCK LIFEPATH INDEX 2060 S BLACKROCK · EIN 47-2700166 / PN 158 | Common Collective Trust | — | — | $3.7M | 2.0% | |
| Macquarie Mid Cap Growth A | Other securities | — | — | $3.3M | 1.8% | |
| MFS Mid Cap Val R3 | Mutual Funds | — | — | $3.2M | 1.7% | |
| Invesco Small Cap Gr R5 | Mutual Funds | — | — | $2.7M | 1.5% | |
| Goldman Sachs Goldman Sachs Emerging Mkt Eq Instl | Other securities | — | — | $1.5M | 0.8% | |
| BLACKROCK LIFEPATH INDEX 2065 S BLACKROCK · EIN 38-4126295 / PN 598 | Common Collective Trust | — | — | $1.1M | 0.6% | |
| State Street Bank & Trust Company | Common Stocks | — | — | $95K | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2025 S BLACKROCK · EIN 26-3773730 / PN 154 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
