Assets by plan
Share of aggregate retirement assets
66%top
Sponsor portfolio
COLLIER & ASSOCIATES, INC.
EIN 36-3504549legal servicesLatest filing 2025
Plans
2
Retirement
2
$10.3M assets
Welfare
0
Participants
16
30195 CHAGRIN BLVD., STE. 100 - CLEVELAND, OH 441245790216-765-1199collieradvisors.comLinkedIn11-50 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.3M assets / 16 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
COLLIER & ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST
401k
Assets$6.7M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
COLLIER & ASSOCIATES, INC. CASH BALANCE PLAN AND TRUST
CashBalance
Assets$3.5M
Participants5
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 | COLLIER & ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST | 401k | $6.7M | 11 | 2025 | |
| 003 | COLLIER & ASSOCIATES, INC. CASH BALANCE PLAN AND TRUST | CashBalance | $3.5M | 5 | 2025 |
Retirement plans