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Sponsor portfolio

COLONIAL SYSTEMS, INC.

EIN 04-3152864-facilities services-Latest filing 2025
Plans
2
Retirement
2
$24.1M assets
Welfare
0
Participants
65
1 DISTRIBUTION CENTER CIRCLE, SUITE 500 - LITTLETON, MA 01460978-447-2005colonialsystems.comLinkedIn51-200 employeesfacilities services
Plans on this EIN
2 filings
#002ESOP-$21.7M - 33 part#001401k-$2.5M - 32 part

Retirement portfolio analytics

2 plans aggregated / $24.1M assets / 65 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • EMPLOYEE STOCK OWNERSHIP (#002)90%
  • SYSTEMS, INC. 401(K) (#001)10%
Total $24.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)33
  • SYSTEMS, INC. 401(K) (#001)32
Total 65Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

COLONIAL SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$21.7M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

COLONIAL SYSTEMS, INC. 401(K) PLAN

401k

Assets$2.5M
Participants32
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002COLONIAL SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$21.7M332024
001COLONIAL SYSTEMS, INC. 401(K) PLAN401k$2.5M322025
Retirement plans
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