Colliers Mortgage Holdings 401(k) match, vesting and fees
What Colliers Mortgage Holdings' 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 | Schwab Retirement Plan Services Inc | Schedule C ↗ |
| Independent auditor | Crowe (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,478 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Colliers Mortgage Holdings: employer contribution per participant | $2,306 | |
| Peer median | $3,122 |
| Colliers Mortgage Holdings: average balance | $235,490 | |
| Peer median | $111,687 |
| Colliers Mortgage Holdings: admin expenses ÷ assets | 0.16% | |
| Peer median | 0.20% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $83.8M at the end of plan year 2021 to $101M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 436 | $101M | $991K | $2,306 | 0.16% | Not published | Form 5500 ↗ |
| 2024 | 433 | $90.2M | $928K | $2,209 | 0.18% | Not published | Form 5500 ↗ |
| 2023 | 440 | $79.2M | $912K | $2,142 | 0.19% | Not published | Form 5500 ↗ |
| 2022 | 379 | $65.2M | $1.1M | $3,102 | 0.20% | Not published | Form 5500 ↗ |
| 2021 | 370 | $83.8M | $1.2M | $3,198 | 0.19% | Not published | Form 5500 ↗ |
Common questions
Does Colliers Mortgage Holdings match 401(k) contributions?
The match terms for the Colliers Mortgage Holdings LLC Employee 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $991K in employer contributions, about $2,306 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Colliers Mortgage Holdings 401(k) match vested?
The vesting schedule for the Colliers Mortgage Holdings LLC Employee 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Colliers Mortgage Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Schwab Retirement Plan Services Inc. The plan administrator is Colliers Mortgage Holdings LLC.
I left Colliers Mortgage Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Colliers Mortgage Holdings LLC, (612) 376-4021) or the recordkeeper, Schwab Retirement Plan Services Inc. The Colliers Mortgage Holdings old 401(k) page lists the contacts from every plan filing. Find an old Colliers Mortgage Holdings 401(k)
Data from the public Form 5500 annual reports Colliers Mortgage Holdings filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 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 Colliers Mortgage Holdings. Not financial advice. Report a correction · Methodology