GINA Bradley signed The Colony Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Colony Group, LLC's EIN is 90-0751149.
Download the official 2024 Form 5500 (PDF) for The Colony Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Colony Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | N/A | $18K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $45.4M | 16.9% | |
| Self-managed accounts Various | Other securities | — | — | $17.3M | 6.4% | |
| Vanguard Total International Stock Index Admiral | Mutual Funds | — | — | $12.8M | 4.7% | |
| MFS Growth CL R6 | Mutual Funds | — | — | $12.2M | 4.5% | |
| SPA AGGRESSIVE PORTFOLIO R6 GREAT GRAY TRUST COMPANY · EIN 81-4599793 / PN 318 | Common Collective Trust | — | — | $11.9M | 4.4% | |
| SPA GROWTH PORTFOLIO R6 GREAT GRAY TRUST COMPANY · EIN 81-4586721 / PN 317 | Common Collective Trust | — | — | $11.9M | 4.4% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $11.1M | 4.1% | |
| American Funds 2050 Target Date R6 | Mutual Funds | — | — | $10.9M | 4.0% | |
| American Funds 2045 Target Date R6 | Mutual Funds | — | — | $10.3M | 3.8% | |
| Vanguard Equity Income Admiral | Mutual Funds | — | — | $10.2M | 3.8% | |
| American Funds 2035 Target Date R6 | Mutual Funds | — | — | $8.4M | 3.1% | |
| American Funds 2055 Target Date R6 | Mutual Funds | — | — | $8.2M | 3.0% | |
| American Funds 2040 Target Date R6 | Mutual Funds | — | — | $7.6M | 2.8% | |
| SPA BALANCED PORTFOLIO R6 GREAT GRAY TRUST COMPANY · EIN 81-4576579 / PN 316 | Common Collective Trust | — | — | $7.5M | 2.8% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $7.1M | 2.7% | |
| Fidelity Advisor Total Bond CL Z | Mutual Funds | — | — | $6.8M | 2.5% | |
| American Funds 2030 Target Date R6 | Mutual Funds | — | — | $6.1M | 2.3% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $5.9M | 2.2% | |
| Blackrock Strategic Income Operates K | Other securities | — | — | $5.4M | 2.0% | |
| Fidelity Government Money Market Premium | Mutual Funds | — | — | $4.7M | 1.8% | |
| GQG Partners Emerging Markets Equity R6 | Other securities | — | — | $3.8M | 1.4% | |
| American Funds 2025 Target Date R6 | Mutual Funds | — | — | $3.6M | 1.3% | |
| MFS International Intrinsic Value R6 | Mutual Funds | — | — | $3.5M | 1.3% | |
| Fidelity Advisor International Growth CL Z | Mutual Funds | — | — | $3.5M | 1.3% | |
| American Funds 2060 Target Date R6 | Mutual Funds | — | — | $2.7M | 1.0% | |
| American Funds 2015 Target Date R6 | Mutual Funds | — | — | $2.4M | 0.9% | |
| American Century Mid Cap Value R6 | Other securities | — | — | $2.3M | 0.9% | |
| Invesco International Small-Mid CO R6 | Mutual Funds | — | — | $2.3M | 0.9% | |
| American Funds 2065 Target Date R6 | Mutual Funds | — | — | $2.3M | 0.8% | |
| Loomis Sayles Small Cap Growth N | Other securities | — | — | $2.2M | 0.8% | |
| Victory Sycamore Small CO Opportunity CL R6 | Common Stocks | — | — | $2.1M | 0.8% | |
| Janus Henderson Enterprise N | Mutual Funds | — | — | $2.1M | 0.8% | |
| PGIM High Yield CL R6 | Other securities | — | — | $1.3M | 0.5% | |
| Cohen & Sterrs Global Reality | Other securities | — | — | $1.3M | 0.5% | |
| American Funds 2020 Target Date R6 | Mutual Funds | — | — | $1.1M | 0.4% | |
| from participants varying maturity dates - | Other securities | — | — | $1.0M | 0.4% | |
| SPA MODERATE PORTFOLIO R6 GREAT GRAY TRUST COMPANY · EIN 81-4559880 / PN 315 | Common Collective Trust | — | — | $871K | 0.3% | |
| Fidelity Advisor Strategic Real Return CL Z | Mutual Funds | — | — | $792K | 0.3% | |
| METLIFE STABLE VALUE 25554 GREAT GRAY TRUST COMPANY · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $777K | 0.3% | |
| Great Gray Trust Company MetLife Stable Value Solutions F0 | Stable Value | — | — | $645K | 0.2% | |
| Goldman Sachs Absolute Return Tracker R6 | Other securities | — | — | $459K | 0.2% | |
| Fidelity Govt Cash Reserves | Mutual Funds | — | — | $191K | <0.1% | |
| Great Gray Trust Company MetLife Group Annuity Contract No. 25554 | Common Stocks | — | — | $133K | <0.1% | |
| SPA CONSERVATIVE PORTFOLIO R6 GREAT GRAY TRUST COMPANY · EIN 38-4139840 / PN 620 | Common Collective Trust | — | — | $91K | <0.1% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $46K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
