Plan Snapshot
- Plan Sponsor: Collibra INC.
- Sponsor EIN: 800924168
- Sponsor Address: 61 BROADWAY, NEW YORK, NY, 10006
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 898
- Total Assets: $86.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 898 | $86.3M | $0 | $0 |
| 2024 | 581 | $69.2M | $2.2M | $9.7M |
| 2023 | 607 | $53.0M | $2.6M | $11.2M |
| 2022 | 765 | $36.2M | $3.0M | $10.2M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $52,338 | — | $52,338 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,338
- Estimated Expense Ratio: 0.061% 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 |
|---|---|---|---|---|---|
| 2025 | $9,158,897 | — | — | — | — |
| 2024 | $61,498 | — | — | — | — |
| 2023 | $65,814 | — | — | — | — |
| 2022 | $79,021 | — | — | — | — |