Original filing (PDF)20240517220207NAL0037218483025

COLO ADVISOR, LLC

Name: COLO ADVISOR, LLC — COLO ADVISOR 401(K) PLAN, Form 5500 (2023)
Creator: COLO ADVISOR, LLC

Form 5500-SF

FILING_RECEIVED

COLO ADVISOR 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$21K

Net assets (EOY)

$21K

Plan health score

/ 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

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

Plan sponsor

Name

COLO ADVISOR, LLC

EIN

90-0579090

Address

PO BOX 202 · LA CENTER, WA · 98629

Phone

(503) 210-5522

Industry

Admin Support & Waste Mgmtsee 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

2024-05-17

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)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Admin Support & Waste Mgmt plans

INTEGRATED SECURITY CONSULTANTS, INC.

INTEGRATED SECURITY CONSULTANTS 401(K) PLAN

$21K · 20 participants

IMPECCABLE BACKGROUND SOLUTIONS, LLC

IMPECCABLE BACKGROUND SOLUTIONS 401(K) PLAN

$21K · 5 participants

SD OVERWATCH SECURITY LLC.

SD OVERWATCH SECURITY LLC. 401(K) PLAN

$21K · 25 participants

FINGERSCAN DIGITAL LLC

FINGERSCAN DIGITAL LLC 401(K)

$21K · 3 participants

LOCK AROUND THE CLOCK LLC 247

LOCK AROUND THE CLOCK LLC 247 401(K) PLAN