# Collegis, LLC 401(k) Plan
Source: https://planprovider.pro/companies/collegis-llc-401k-plan

> Collegis, LLC's 401(k) plan: 409 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$103,023|—|$103,023|

| IFP ADVISORS LLC|INVESTMENT ADVISORY|$55,739|—|$55,739|

| MCCLINTOCK & ASSOCIATES, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [MCCLINTOCK & ASSOCIATES, P.C.](https://planprovider.pro/provider/mcclintock-and-associates) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $158,762

- **Estimated Expense Ratio:** 0.360% 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|$158,762|$55,739|—|—|—|

| 2023|$170,219|$52,731|—|$13,100|—|

| 2022|$117,239|$17,335|—|—|—|

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