AUMdb

The Collateral Family Of Companies 401(k) Plan

Sponsored by Collateral Holdings, Llc · EIN 630925217 · Plan #002

Total assets
$12.5M
Net assets
$12.5M
Active participants
185
With balances
133

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

No Schedule C on file for this plan year.