Plan Ledger DOL Form 5500 · updated monthly

Colliers International USA, LLC401(k)

COLLIERS INTERNATIONAL USA, LLC & AFFILIATED EMPLOYERS 401(K) PLAN · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.09%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Colliers International USA, LLC reported $315,512 in plan administrative expenses for 2024: 0.09% of average plan assets, above the peer median. Employer contributions averaged $1,065 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.10% to 0.09%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 66th-largest of 1,714 plans among Washington employers on file, and the 31st of 2,096 in real estate & leasing. In 2024, employees put in $5.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$356,015,906
Participants with balances2,869
Active participants3,287
Employer contributions$3,500,946
Employee contributions$19,621,334
Employer contribution per active participant$1,065
Average account balance$124,091
Benefits paid to participants$37,301,586
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$356.0M · 2,869 accts · $3.5M emplr
2023$317.7M · 2,853 accts · $2.5M emplr
2022$272.6M · 2,910 accts · $4.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$289,200
Investment management$26,312
Total administrative$315,512
The Colliers International USA, LLC 401(k) match · 2024
Employer contribution per active participant$1,065
Median for plans this size$4,294
2024$1,065 per active participant
2023$761 per active participant
2022$1,475 per active participant

Colliers International USA, LLC's 2024 employer contribution ran below the $4,294 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$289,200
HIGHLAND CAPITAL ADVISOR · Investment advisory (plan)$21,943

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$315,512 · 0.09%
2023$286,223 · 0.10%
2022$300,878 · 0.10%
Same employer
Similar plansReal Estate & Leasing · Washington
Zillow Group, Inc. WA$849.8M · 0.03%
Airbus Americas, Inc. VA$443.5M · 0.04%
Avalonbay Communities, Inc. VA$442.9M · 0.08%
Related Partners, Inc. NY$407.2M · 0.05%
Agiliti Health, Inc. MN$353.2M · 0.19%
Equity Residential IL$326.5M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453704406 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.