Colliers International Usa, Llc & Affiliated Employers 401(k) Plan
Sponsored by Colliers International Usa, Llc · EIN 453704406 · Plan #002
- Total assets
- $356M
- Net assets
- $356M
- Active participants
- 3,287
- With balances
- 2,869
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 |
|---|---|---|
| Highland Capital Advisors, Llc CRD 139780 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $289,200 |
| Highland Capital Advisor | Investment advisory (plan), Direct payment from the plan | $21,943 |