Plan Snapshot
- Plan Sponsor: Colliers International Usa, LLC
- Sponsor EIN: 453704406
- Sponsor Address: 601 UNION STREET, SEATTLE, WA, 981014004
- Plan Type: 401(k)
- Total Participants: 3,287
- Total Assets: $356.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 3,287 | $356.0M | $3.5M | $19.6M |
| 2023 | 3,253 | $317.7M | $2.5M | $19.1M |
| 2022 | 3,230 | $272.6M | $4.8M | $19.2M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $315,512 | $26,312 | $289,200 | — | — |
| 2023 | $286,223 | — | $286,223 | — | — |
| 2022 | $300,878 | $14,040 | $286,396 | — | — |