Collaborative Portfolio Management, LLC (EIN 99-4227241) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $1.8M in plan assets and 8 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Capital Portfolio Management, LLC 401(k) Plan | 001 | 4 | $1.0M |
| Capital Portfolio Management, LLC Cash Balance Plan | 002 | 4 | $727K |
99-4227241 is the Employer Identification Number (EIN) Collaborative Portfolio Management, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Kansas EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
