Plan Snapshot
- Plan Sponsor: Collegenet, INC.
- Sponsor EIN: 930692796
- Sponsor Address: 805 SW BROADWAY SUITE 1600, PORTLAND, OR, 97205
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 167
- Total Assets: $32.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 167 | $32.6M | $0 | $0 |
| 2024 | 117 | $28.6M | $458,904 | $1.5M |
| 2023 | 129 | $24.7M | $444,877 | $1.4M |
| 2022 | 124 | $20.0M | $437,888 | $1.3M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $3,342,876 | $225 | — | — | — |
| 2024 | $1,424 | — | — | — | — |
| 2023 | $915 | $75 | — | — | — |
| 2022 | $1,340 | — | — | — | — |