Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $27.5M assets / 70 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | COLONIAL SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $25.0M | 38 | 2025 |
| #001 | COLONIAL SYSTEMS, INC. 401(K) PLAN | 401(k) | $2.5M | 32 | 2025 |