Collegis, Llc 401(k) Plan: Login, Facts & Contact Information

Collegis, Llc 401(k) Plan Facts

Plan name
COLLEGIS LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
COLLEGIS, LLC
Participants
642 (409 active employees)
Former employees with a balance
169
Plan assets
$44,112,926 at Dec 31, 2024
Average account balance
$80,351 across 549 accounts
Employer contributions
$1,097,676 in plan year 2024 (22% of all contributions)
Recordkeeper
Transamerica Retirement Solutions
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Feb 15, 2016
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 1, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.06 million went into the plan in contributions, $1.10 million of it from the employer (22%).
  • $5.61 million was paid out to participants.
  • Investment and other income added $6.01 million.
  • Administrative expenses were $158,762, about $289 per account.

How the Collegis, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019345$17.6 million$709,001$680,626
2020366$22.6 million$743,337$1.41 million
2021390$39.0 million$1.08 million$2.90 million
2022573$34.5 million$1.21 million$3.06 million
2023654$38.8 million$1.18 million$6.88 million
2024642$44.1 million$1.10 million$5.61 million

Collegis, Llc 401(k) Contact Information

Phone
952-230-3097
Mailing address
1415 WEST 22ND STREET SUITE 220, OAK BROOK IL 60523
Plan sponsor
COLLEGIS, LLC
Employer identification number (EIN)
80-0957651
Plan number
001

Questions about the Collegis, Llc 401(k)

Does Collegis, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.10 million, 22% of all contributions.

Does the Collegis, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Collegis, Llc 401(k) plan?

642 participants at the start of plan year 2024, 409 of them active employees, and 169 former employees who still had money in the plan.

What is the average 401(k) balance at Collegis, Llc?

About $80,351 per account: $44.1 million in plan assets across 549 accounts with a balance at the end of plan year 2024.

Who manages the Collegis, Llc 401(k) accounts?

Transamerica (listed on the filing as TRANSAMERICA RETIREMENT SOLUTIONS) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Collegis, Llc. How do I access my 401(k)?

Your account stays with Transamerica after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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