Collaborative Wealth Management, Inc. 401(k) Plan

The Collaborative Wealth Management, Inc. 401(k) on its latest Form 5500

Collaborative Wealth Management, Inc. (EIN 35-2280124) reports COLLABORATIVE WEALTH 401(K) & PROFIT SHARE on its most recent Form 5500, with $1.6M in plan assets across 13 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 Wealth Management, Inc. filing — schedules, fees, and providers.

Who runs the Collaborative Wealth Management, Inc. 401(k)?

Collaborative Wealth Management, Inc.’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 Wealth Management, Inc.HR for the recordkeeper’s name and login.

How to check your Collaborative Wealth Management, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Collaborative Wealth Management, Inc. 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).