Sponsor portfolio
COLM ADVISORY, LLC
EIN 83-2910148accountingLatest filing 2025
Plans
1
Retirement
1
$1.9M assets
Welfare
0
Participants
14
3803 WEST CHESTER PIKE,, SUITE 150 - NEWTOWN SQUARE, PA 19073610-416-2651colmadvisory.comLinkedIn1-10 employeesaccounting
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COLM ADVISORY, LLC 401(K) PLAN | 401k | $1.9M | 14 | 2025 |
Retirement plans