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COLONIAL ELECTRIC CO., LLC — COLONIAL ELECTRIC CO., RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250902095117NAL0014131009001
COLONIAL ELECTRIC CO., LLC
Form 5500-SF
FILING_RECEIVED
COLONIAL ELECTRIC CO., RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
121
Accounts w/ balance
77
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
Plan health score (directional)
74
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COLONIAL ELECTRIC CO., LLC
.
Find decision makers
Plan sponsor
Name
COLONIAL ELECTRIC CO., LLC
EIN
52-0900361
Address
5078 SOLOMON'S ISLAND ROAD · SUITE 200 · LOTHIAN, MD · 20711
Phone
(410) 867-7702
Industry
All Other Professional Services
· Professional & Technical Services
see 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
2025-09-02
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
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
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No independent qualified public accountant (IQPA) named.
64% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
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