Plan Snapshot
- Plan Sponsor: Collegis, LLC
- Sponsor EIN: 800957651
- Sponsor Address: 1415 WEST 22ND STREET SUITE 220, OAK BROOK, IL, 60523
- Plan Type: 401(k)
- Total Participants: 409
- Total Assets: $44.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 409 | $44.1M | $1.1M | $3.5M |
| 2023 | 474 | $38.8M | $1.2M | $3.6M |
| 2022 | 536 | $34.5M | $1.2M | $3.7M |
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 |
|---|---|---|---|---|
| MCCLINTOCK & ASSOCIATES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCCLINTOCK & ASSOCIATES, P.C. — Auditor
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 |
|---|---|---|---|---|---|
| 2024 | $158,762 | $55,739 | — | — | — |
| 2023 | $170,219 | $52,731 | — | $13,100 | — |
| 2022 | $117,239 | $17,335 | — | — | — |