Original filing (PDF)20250707203458NAL0003487105001

COLLETT MANAGEMENT, LLC

Name: COLLETT MANAGEMENT, LLC — COLLETT MANAGEMENT 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: COLLETT MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

COLLETT MANAGEMENT 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLLETT MANAGEMENT, LLC.

Plan sponsor

Name

COLLETT MANAGEMENT, LLC

EIN

20-0551180

Address

POST OFFICE BOX 36799 · CHARLOTTE, NC · 28236

Phone

(704) 206-8300

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

WRIGHT INVESTMENTS, INC.

WRIGHT INVESTMENTS, INC. RETIREMENT PLAN

$3.8M · 595 participants

SSP ASSOCIATES, INC

SSP ASSOCIATES, INC 401(K) PLAN

$3.8M · 99 participants

ROSE VALLEY CAPITAL

ROSE VALLEY CAPITAL 401(K) PLAN

$3.8M · 87 participants

JOSH.AI, INC.

JOSH.AI, INC. 401(K) PLAN

$3.8M · 29 participants

FAROS PROPERTY MANAGEMENT LLC

FAROS UMBRELLA 401(K) PLAN

$3.8M · 112 participants