How big is Collaborative Research, LLC's plan?

Collaborative Research, LLC's plan reported $2.5M in assets and 9 participants for 2025.

Original filing (PDF)20260508213733NAL0007874290001

Collaborative Research, LLC

Name: Collaborative Research, LLC — Collaborative Research, Form 5500 (2025)
Creator: Collaborative Research, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Collaborative Research LLC 401(k) Plan

401(k) retirement plan · Collaborative Research, LLC's Collaborative Research LLC 401(k) Plan held $2.5M in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Lorie PATE signed Collaborative Research, LLC's 2025 Form 5500 as plan administrator.

Lorie PATE — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Collaborative Research, LLC's EIN is 13-4226534.

EIN 13-4226534

Plan number 001

Plan year 2025

ACK ID 20260508213733NAL0007874290001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Collaborative Research, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Collaborative Research, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLLABORATIVE RESEARCH, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score