· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
COLONIAL MORTGAGE ADVISORS, LLC — COLONIAL MORTGAGE ADVISORS, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250729133838NAL0003966096001
COLONIAL MORTGAGE ADVISORS, LLC
Form 5500-SF
FILING_RECEIVED
COLONIAL MORTGAGE ADVISORS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
2
Plan assets (EOY)
$216K
Net assets (EOY)
$216K
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
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 MORTGAGE ADVISORS, LLC
.
Find decision makers
Plan sponsor
Name
COLONIAL MORTGAGE ADVISORS, LLC
EIN
85-1090190
Address
910 HARVEST DR #100 · BLUE BELL, PA · 19422
Phone
(484) 546-8840
Industry
Finance & Insurance
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
2025-07-29
Pension benefit codes
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
MAK FINANCIAL GROUP
MAK FINANCIAL GROUP 401(K) PLAN
$219K · 4 participants
NATIONAL MORTGAGE SOLUTIONS, INC.
NATIONAL MORTGAGE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN
$219K · 2 participants
POWELL TITLE AGENCY LTD
POWELL TITLE AGENCY LTD 401(K) PROFIT SHARING PLAN & TRUST
$219K · 5 participants
PARK SHORE MORTGAGE CORP.
PARK SHORE MORTGAGE CORP. 401(K) PROFIT SHARING PLAN
$213K · 2 participants
MGM LENDERS, INC.
MGM LENDERS, INC. DEFINED BENEFIT PENSION PLAN
80
Knocking points off
67% 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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$213K · 3 participants
WINNPOINTE CORPORATION
WINNPOINTE CORPORATION 401(K) PROFIT SHARING PLAN & TRUST
$212K · 8 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B