Original filing (PDF)20240513220128NAL0037420385017

ROAM COLONY, LLC

Name: ROAM COLONY, LLC — ROAM COLONY 401(K) PLAN, Form 5500 (2023)
Creator: ROAM COLONY, LLC

Form 5500-SF

FILING_RECEIVED

ROAM COLONY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROAM COLONY, LLC.

Plan sponsor

Name

ROAM COLONY, LLC

EIN

88-1307816

Address

5752 GRANDSCAPE BLVD · STE 225 · THE COLONY, TX · 75056

Phone

(770) 377-7279

Industry

Real Estatesee all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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