How big is Colonial River Wealth Advisors, LLC's plan?

Colonial River Wealth Advisors, LLC's plan reported $765K in assets and 6 participants for 2023.

Original filing (PDF)20240730130749NAL0020044497001

Colonial River Wealth Advisors, LLC

Name: Colonial River Wealth Advisors, LLC — Colonial River, Form 5500 (2023)
Creator: Colonial River Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Colonial River Wealth Advisors 401(k) Plan

401(k) retirement plan · Colonial River Wealth Advisors, LLC's Colonial River Wealth Advisors 401(k) Plan held $765K in plan assets for 6 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$765K

Net assets (EOY)

$762K

Plan identifiers

Colonial River Wealth Advisors, LLC's EIN is 83-3134466.

EIN 83-3134466

Plan number 001

Plan year 2023

ACK ID 20240730130749NAL0020044497001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Colonial River Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Colonial River Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 RIVER WEALTH ADVISORS, LLC.

Finding similar companies…

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