Collectivus 401(k) match, vesting and fees
What Collectivus' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Williams Overman Pierce, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 140 defined-contribution plans in wholesale trade with 500 to 999 participants.
| Collectivus: employer contribution per participant | $1,187 | |
| Peer median | $1,852 |
| Collectivus: average balance | $39,124 | |
| Peer median | $80,543 |
| Collectivus: admin expenses ÷ assets | 0.92% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $20.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 650 | $20.4M | $618K | $1,187 | 0.92% | Not published | Form 5500 ↗ |
Common questions
Does Collectivus match 401(k) contributions?
The match terms for the Collectivus Employee Savings & Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $618K in employer contributions, about $1,187 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Collectivus 401(k) match vested?
The vesting schedule for the Collectivus Employee Savings & Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Collectivus 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company. The plan administrator is Collectivus, LLC.
I left Collectivus. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Collectivus, LLC, (800) 473-2804) or the recordkeeper, Empower Annuity Insurance Company. The Collectivus old 401(k) page lists the contacts from every plan filing. Find an old Collectivus 401(k)
Data from the public Form 5500 annual reports Collectivus filed with the U.S. Department of Labor (plan years 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Collectivus. Not financial advice. Report a correction · Methodology