How big is Collett Management, LLC's plan?

Collett Management, LLC's plan reported $4.5M in assets and 31 participants for 2025.

Original filing (PDF)20260427203903NAL0008723777001

Collett Management, LLC

Name: Collett Management, LLC — Collett Management 401(k), Form 5500 (2025)
Creator: Collett Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Collett Management 401(k) Retirement Plan

401(k) retirement plan · Collett Management, LLC's Collett Management 401(k) Retirement Plan held $4.5M in plan assets for 31 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan identifiers

Collett Management, LLC's EIN is 20-0551180.

EIN 20-0551180

Plan number 001

Plan year 2025

ACK ID 20260427203903NAL0008723777001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Collett Management, 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 COLLETT MANAGEMENT, 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

Knocking points off