Plan Snapshot
- Plan Sponsor: Coller Capital, INC.
- Sponsor EIN: 830352299
- Sponsor Address: 950 THIRD AVENUE, NEW YORK, NY, 10022
- Plan Type: 401(k)
- Total Participants: 68
- Total Assets: $18.6M
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. |
|---|
| 2024 | 68 | $18.6M | $1.1M | $1.0M |
| 2023 | 58 | $15.6M | $860,150 | $765,523 |
| 2022 | 45 | $12.9M | $714,830 | $596,280 |