Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COLLATERAL SERVICES, INC.
EIN 20-4894515bankingLatest filing 2025
Plans
2
Retirement
2
$4.1M assets
Welfare
0
Participants
33
530 DELAWARE ST - LEAVENWORTH, KS 660482643913-680-1015collateral-services.comLinkedIn11-50 employeesbanking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.1M assets / 33 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
COLLATERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.9M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
COLLATERAL SERVICES, INC. 401(K) RETIREMENT PLAN
401k
Assets$1.2M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | COLLATERAL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.9M | 16 | 2024 | |
| 003 | COLLATERAL SERVICES, INC. 401(K) RETIREMENT PLAN | 401k | $1.2M | 17 | 2025 |
Retirement plans