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  1. Companies/
  2. Colony Family Offices LLC

Filings through Oct 24, 2026.

Colony Family Offices LLC

EIN 36-4753754-investment management-Latest filing 2025
Plans
1
Retirement
1
$5.2M assets
Health & Benefits
0
Participants
22
4250 CONGRESS STREET, SUITE 175 - CHARLOTTE, NC 28209704-285-7300colonyfamilyoffices.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$5.2M - 22 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

COLONY FAMILY OFFICES LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$5.2M
Participants22
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001COLONY FAMILY OFFICES LLC 401(K) PROFIT SHARING PLAN & TRUST401(k)$5.2M222025
  • COLONY FAMILY OFFICES LLC 401(K) PROFIT SHARING PLAN & TRUST$5.2M
    #001 · 401(k) · 202522
Retirement plans
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