Collegis Llc 401(k) Plan
Sponsored by Collegis, Llc · EIN 800957651 · Plan #001
- Total assets
- $44.1M
- Net assets
- $44.1M
- Active participants
- 409
- With balances
- 549
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 |
|---|---|---|
| Ifp Advisors, Llc CRD 125112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $103,023 |
| Ifp Advisors Llc | Investment advisory (plan), Investment management fees (direct) | $55,739 |