Colliers Mortgage Holdings Llc Employee 401(k) Plan
Sponsored by Colliers Mortgage Holdings Llc · EIN 844377206 · Plan #001
- Total assets
- $90.2M
- Net assets
- $90.2M
- Active participants
- 330
- With balances
- 420
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 |
|---|---|---|
| Compass Capital Management, Llc CRD 150170 | deterministic · 100% | 2024 |
| Envestnet Asset Management, Inc. CRD 111694 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $130,232 |
| Compass Capital Management Inc | Investment advisory (participants), Direct payment from the plan | $14,184 |
| Envestnet Asset Management Inc | Investment advisory (participants), Direct payment from the plan | $5,441 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $1,947 |