Colliers Engineering & Design, Inc. 401(k) Savings & Retirement Plan
Sponsored by Colliers Engineering & Design, Inc. · EIN 222651610 · Plan #002
- Total assets
- $272M
- Net assets
- $272M
- Active participants
- 2,379
- With balances
- 2,831
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Newport Capital Group, Llc CRD 144442 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping | $479,578 |
| Newport Capital Group Llc | Investment advisory (plan) | $130,000 |
| Wiss & Company Llp | Accounting | $23,000 |
| Advised Assets Group, Llc | Investment management | $2,340 |