Plan Snapshot
- Plan Sponsor: Colliers Engineering & Design, INC.
- Sponsor EIN: 222651610
- Sponsor Address: 101 CRAWFORDS CORNER ROAD SUITE 340, HOLMDEL, NJ, 07733
- Plan Type: 401(k)
- Total Participants: 2,379
- Total Assets: $271.7M
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 | 2,379 | $271.7M | $5.4M | $18.5M |
| 2023 | 2,088 | $233.5M | $4.9M | $16.8M |
| 2022 | 1,825 | $188.1M | $3.9M | $14.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $479,578 | — | $479,578 |
| NEWPORT CAPITAL GROUP LLC | Investment Advisor | $130,000 | — | $130,000 |
| WISS & COMPANY LLP | Auditor | $23,000 | — | $23,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $632,578
- Estimated Expense Ratio: 0.233% 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 | $28,000 | — | — | — | — |
| 2023 | $24,077 | — | — | — | — |
| 2022 | $14,501 | — | — | — | — |