Collaborative Planning Group S 401(k) Plan

The Collaborative Planning Group S 401(k) on its latest Form 5500

Collaborative Planning Group S (EIN 47-1236446) reports COLLABORATIVE PLANNING GROUP S 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $93K in plan assets across 4 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Collaborative Planning Group S filing — schedules, fees, and providers.

Who runs the Collaborative Planning Group S 401(k)?

Collaborative Planning Group S’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Collaborative Planning Group SHR for the recordkeeper’s name and login.

How to check your Collaborative Planning Group S 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Collaborative Planning Group S HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).