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Sponsor portfolio

BRETT COLBY, PA

EIN 46-4922720-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
5
4562 HUNTING TRAIL - LAKE WORTH, FL 33467561-670-8555
Plans on this EIN
2 filings
#002CashBalance-$939K - 2 part#001401k-$587K - 3 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • CASH BALANCE PLAN (#002)62%
  • COLBY, PA 401(K) (#001)38%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COLBY, PA 401(K) (#001)3
  • CASH BALANCE PLAN (#002)2
Total 5Click 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

BRETT COLBY, PA CASH BALANCE PLAN

CashBalance

Assets$939K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BRETT COLBY, PA 401(K) PLAN

401k

Assets$587K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BRETT COLBY, PA CASH BALANCE PLANCashBalance$939K22025
001BRETT COLBY, PA 401(K) PLAN401k$587K32025
Retirement plans
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