# Collabera, INC. 401(k) Plan
Source: https://planprovider.pro/companies/collabera-inc-401k-plan

> Collabera, INC.'s 401(k) plan: 3,480 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Collabera, INC.

- **Sponsor EIN:** 223093525

- **Sponsor Address:** 110 ALLEN RD, BASKING RIDGE, NJ, 07920

- **Plan Type:** 401(k)

- **Total Participants:** 3,480

- **Total Assets:** $102.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|3,480|$102.6M|$995,349|$13.5M|

| 2023|3,801|$87.2M|$0|$13.4M|

| 2022|5,019|$68.9M|$0|$12.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$139,404|—|$139,404|

| WELLS FARGO ADVISORS|INVESTMENT ADVISORY|$49,989|$11|$50,000|

| COHNREZNICK LLP|ACCOUNTANT|$17,850|—|$17,850|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $207,254

- **Estimated Expense Ratio:** 0.202% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$207,243|$49,989|$139,404|$17,850|—|

| 2023|$175,305|$49,978|$105,417|$19,910|—|

| 2022|$152,795|$33,468|$96,759|—|$22,568|

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