Original filing (PDF)20250507130935NAL0006984195001

D&D COLLIE, INC. DBA COLLIE AUTOWORKS

Name: D&D COLLIE, INC. DBA COLLIE AUTOWORKS — D&D COLLIE, INC. 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: D&D COLLIE, INC. DBA COLLIE AUTOWORKS

Form 5500-SF

FILING_RECEIVED

D&D COLLIE, INC. 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$858K

Net assets (EOY)

$858K

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 D&D COLLIE, INC. DBA COLLIE AUTOWORKS.

Plan sponsor

Name

D&D COLLIE, INC. DBA COLLIE AUTOWORKS

EIN

20-3592711

Address

585 IRWIN STREET · SAN RAFAEL, CA · 94901

Phone

(415) 721-7924

Industry

Other Services (ex. Public Admin)see 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

2025-05-07

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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