How big is Colquitt Electric Membership Corporation's plan?

Colquitt Electric Membership Corporation's plan reported $62.5M in assets and 170 participants for 2024.

Original filing (PDF)20250828075523NAL0005409091001

Colquitt Electric Membership Corporation

Name: Colquitt Electric Membership Corporation — Form 5500 Plan 002 (2024)
Creator: Colquitt Electric Membership Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Colquitt EMC Retirement Plan

401(k) retirement plan · Colquitt Electric Membership Corporation's Colquitt EMC Retirement Plan held $62.5M in plan assets for 170 participants in 2024, with Empower as recordkeeper.

Signals · 2

Corrective distributions issuedHigh average account balance

Active participants

170

Accounts w/ balance

203

Plan assets (EOY)

$62.5M

Net assets (EOY)

$62.5M

Plan identifiers

Colquitt Electric Membership Corporation's EIN is 58-0201495.

EIN 58-0201495

Plan number 002

Plan year 2024

ACK ID 20250828075523NAL0005409091001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Colquitt Electric Membership Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Colquitt Electric Membership Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLQUITT ELECTRIC MEMBERSHIP CORPORATION.

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Below-peer total plan cost (90th percentile).
High average account balance (92nd percentile).

Plan sponsor

Name

COLQUITT ELECTRIC MEMBERSHIP CORPORATION

EIN

all filings

Address

P.O. BOX 3608 · MOULTRIE, GA · 317763608

Phone

(229) 985-3620

Industry

Utilities

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	84-0467907	—	RECORDKEEPER	$2K	—
ASCENSUS INC	11-3665754	—	CONTRACT ADMIN	$1K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES FIN SVCS ADVISORS

Investments

29 direct securities· $62.5M(100% of reported assets)

Mutual Funds

$24.5M

10 holdings

Other securities

$22.9M

16 holdings

Pooled Separate Accounts

$14.3M

1 holding

Common Collective Trusts

$712K

2 holdings

					% of plan
Separate Account Guaranteed Interest Contract * Great-West Diversified Bond Separate Account Interest Contract	Pooled Separate Accounts	—	—	$14.3M	22.9%
MFS Massachusetts Invest Fund Mutual Fund	Mutual Funds	—	—	$11.2M	18.0%
JP Morgan Large Cap Growth Mutual Fund	Other securities	—	—	$4.4M	7.1%
Ishares Russell Mid Cap Index Mutual Fund	Other securities	—	—	$3.8M	6.1%
American Funds EuroPacific Growth Fund Mutual Fund	Mutual Funds	—	—	$3.7M	5.9%
BlackRock Advantage International Fund Mutual Fund	Other securities	—	—	$3.6M	5.8%
MFS Value Fund Mutual Fund	Mutual Funds	—	—	$2.5M	4.1%
Goldman Sachs Absolute Return Tracker Mutual Fund	Other securities	—	—	$2.1M	3.4%
Putnam Small Cap Growth Fund Mutual Fund	Mutual Funds	—	—	$1.9M	3.0%
Natixis ASG Managed Futures Stratified Mutual Fund	Other securities	—	—	$1.7M	2.8%
AllianzGI Technology Fund Mutual Fund	Other securities	—	—	$1.6M	2.5%
American Funds New World Fund Mutual Fund	Mutual Funds	—	—	$1.5M	2.4%
PIMCO Total Return Mutual Fund	Mutual Funds	—	—	$1.4M	2.3%
Columbia Small Cap Value I Fund Mutual Fund	Other securities	—	—	$1.3M	2.1%
Franklin Utilities Fund Mutual Fund	Mutual Funds	—	—	$1.3M	2.0%
DWS RREEF Global Real Estate Securities Fund Mutual Fund	Other securities	—	—	$1.2M	1.9%
Pioneer Strategic Income Fund Mutual Fund	Other securities	—	—	$1.1M	1.7%
PIMCO Real Return Mutual Fund	Mutual Funds	—	—	$936K	1.5%
T. Rowe Price Retirement 2030 Fund Mutual Fund	Other securities	—	—	$630K	1.0%
T. Rowe Price Retirement 2060 Fund Mutual Fund	Other securities	—	—	$480K	0.8%
Principal Small Cap S&P 600 Index Fund Mutual Fund	Common Collective Trusts	—	—	$466K	0.7%
T. Rowe Price Retirement 2050 Fund Mutual Fund	Other securities	—	—	$375K	0.6%
Columbia Select Mid Cap Value Fund Mutual Fund	Other securities	—	—	$370K	0.6%
BlackRock iShares SP 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$246K	0.4%
T. Rowe Price Retirement 2040 Fund Mutual Fund	Other securities	—	—	$236K	0.4%
Fidelity Advisor Materials I Mutual Fund	Mutual Funds	—	—	$63K	0.1%
T. Rowe Price Retirement 2020 Fund Mutual Fund	Other securities	—	—	$19K	<0.1%
Franklin Income Fund Mutual Fund	Mutual Funds	—	—	$11K	<0.1%
First Eagle Gold Mutual Fund	Other securities	—	—	$1K	<0.1%