What public Form 5500 filings show about the Colliers Mortgage Holdings LLC 401(k) plan — and how to find and check your own account.
Colliers Mortgage Holdings LLC (EIN 84-4377206) reports COLLIERS MORTGAGE HOLDINGS LLC EMPLOYEE 401(K) PLAN on its most recent Form 5500, with $90.2M in plan assets across 330 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Colliers Mortgage Holdings LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Colliers Mortgage Holdings LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ENVESTNET ASSET MANAGEMENT, CHARLES SCHWAB & CO, COMPASS CAPITAL MANAGEMENT.
