Collaborative Industries, Inc.'s EIN is 20-5709688.
Download the official 2024 Form 5500 (PDF) for Collaborative Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Collaborative Industries, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK USA | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHTOWER ADVISORS, LLC | 36-4500709 | CHICAGO, IL | INVESTMENT ADVISORY | $28K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JOHN HANCOCK POOLED SEPARATE ACCOUN JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5.8M | 98.7% | |
| party Description of Investment Cost ** Current Value Pooled Separate Accounts - John Hancock Life Insurance Company * Vanguard Target Retirement 2050 | Pooled Separate Accounts | — | — | $1.1M | 18.0% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $1.1M | 17.9% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $850K | 14.3% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $594K | 10.0% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $506K | 8.5% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $396K | 6.7% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $379K | 6.4% | |
| T. Rowe Price Blue Chip Growth Fund | Other securities | — | — | $251K | 4.2% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $181K | 3.1% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $141K | 2.4% | |
| John Hancock 500 Index Fund | Common Collective Trusts | — | — | $86K | 1.5% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $76K | 1.3% | |
| Participant notes receivable Loans to participants with interest rate of 4.25% - 9.5% | Bonds / Notes | — | — | $69K | 1.2% | |
| JPMorgan Undiscovered Mgrs Behavioral Value Fund | Other securities | — | — | $42K | 0.7% | |
| JP Morgan Mid Cap Value Fund | Other securities | — | — | $40K | 0.7% | |
| John Hancock Stable Value Fund | Stable Value | — | — | $39K | 0.7% | |
| Invesco Small Cap Growth Fund | Mutual Funds | — | — | $34K | 0.6% | |
| Baird Mid Cap Growth Fund | Other securities | — | — | $26K | 0.4% | |
| Federated Hermes Federated High Yield Bond Fund | Other securities | — | — | $25K | 0.4% | |
| Robeco Disciplined Value Fund | Other securities | — | — | $19K | 0.3% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $13K | 0.2% | |
| Wellington John Hancock International Growth Fund | Other securities | — | — | $10K | 0.2% | |
| JP Morgan US Equity Fund | Other securities | — | — | $8K | 0.1% | |
| John Hancock Total Stock Market Index Fund | Common Collective Trusts | — | — | $6K | <0.1% |
