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Sponsor portfolioTH

COLLATERAL HOLDINGS, LLC

EIN 63-0925217-investment management-Latest filing 2024
Plans
1
Retirement
1
$12.5M assets
Welfare
0
Participants
258
1900 CRESTWOOD BLVD - BIRMINGHAM, AL 352102051205-951-4039collateralcompanies.comLinkedIn201-500 employeesinvestment management
Plans on this EIN
1 filing
#002401k-$12.5M - 258 part

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Retirement#002

THE COLLATERAL FAMILY OF COMPANIES 401(K) PLAN

401k

Assets$12.5M
Participants258
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE COLLATERAL FAMILY OF COMPANIES 401(K) PLAN401k$12.5M2582024
Retirement plans
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