How big is Colonial Loan Association's plan?

Colonial Loan Association's plan reported $855K in assets and 26 participants for 2025.

Original filing (PDF)20260415110455NAL0016934049001

Colonial Loan Association

Name: Colonial Loan Association — Colonial Loan, Form 5500 (2025)
Creator: Colonial Loan Association
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Colonial Loan Association 401(k) Plan

401(k) retirement plan · Colonial Loan Association's Colonial Loan Association 401(k) Plan held $855K in plan assets for 26 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$855K

Net assets (EOY)

$855K

People on this filing

Jennifer Ailey signed Colonial Loan Association's 2025 Form 5500 as plan administrator.

Jennifer Ailey — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Colonial Loan Association's EIN is 62-1098745.

EIN 62-1098745

Plan number 001

Plan year 2025

ACK ID 20260415110455NAL0016934049001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Colonial Loan Association from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Colonial Loan Association's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLONIAL LOAN ASSOCIATION.

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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