How big is Colonial Trust Group, Inc.'s plan?

Colonial Trust Group, Inc.'s plan reported $8.3M in assets and 27 participants for 2024.

Original filing (PDF)20251013094818NAL0000959601001

Colonial Trust Group, Inc.

Name: Colonial Trust Group, Inc. — Colonial Trust Group, Form 5500 (2024)
Creator: Colonial Trust Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Colonial Trust Group, Inc. Safe Harbor 401(k) Plan

401(k) retirement plan · Colonial Trust Group, Inc.'s Colonial Trust Group, Inc. Safe Harbor 401(k) Plan held $8.3M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

Plan identifiers

Colonial Trust Group, Inc.'s EIN is 58-2285039.

EIN 58-2285039

Plan number 002

Plan year 2024

ACK ID 20251013094818NAL0000959601001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Colonial Trust Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Colonial Trust Group, Inc.'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 COLONIAL TRUST GROUP, INC..

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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