Colson Group Holdings, Llc 401(k) Plan: Login, Facts & Contact Information

Colson Group Holdings, Llc 401(k) Plan Facts

Plan name
COLSON GROUP HOLDINGS, LLC. EMPLOYEES' RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
COLSON GROUP HOLDINGS, LLC
Participants
576 (476 active employees)
Former employees with a balance
171
Plan assets
$37,658,994 at Dec 31, 2024
Average account balance
$61,635 across 611 accounts
Employer contributions
$1,055,244 in plan year 2024 (23% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
May 1, 2012
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $4.61 million went into the plan in contributions, $1.06 million of it from the employer (23%).
  • $4.54 million was paid out to participants.
  • Investment and other income added $4.87 million.
  • Administrative expenses were $113,253, about $185 per account.

How the Colson Group Holdings, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019439$23.0 million$723,952$2.19 million
2020452$26.2 million$1.02 million$2.85 million
2021449$30.0 million$848,073$2.75 million
2022546$26.2 million$912,807$2.12 million
2023506$32.8 million$1.04 million$5.15 million
2024576$37.7 million$1.06 million$4.54 million

Colson Group Holdings, Llc 401(k) Contact Information

Phone
630-613-2957
Mailing address
1815 S MEYERS ROAD SUITE 750, OAKBROOK TERRACE IL 60181
Plan sponsor
COLSON GROUP HOLDINGS, LLC
Employer identification number (EIN)
36-3041768
Plan number
002

Questions about the Colson Group Holdings, Llc 401(k)

Does Colson Group Holdings, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.06 million, 23% of all contributions.

Does the Colson Group Holdings, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Colson Group Holdings, Llc 401(k) plan?

576 participants at the start of plan year 2024, 476 of them active employees, and 171 former employees who still had money in the plan.

What is the average 401(k) balance at Colson Group Holdings, Llc?

About $61,635 per account: $37.7 million in plan assets across 611 accounts with a balance at the end of plan year 2024.

Who manages the Colson Group Holdings, Llc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Colson Group Holdings, Llc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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