Back to filter
Original filing (PDF)20251013184613NAL0000898195001
COLLABORATIVE INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
COLLABORATIVE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
265
Accounts w/ balance
380
Plan assets (EOY)
$5.9M
Net assets (EOY)
$5.9M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLLABORATIVE INDUSTRIES, INC..
Plan sponsor
Name
COLLABORATIVE INDUSTRIES, INC.
EIN
20-5709688
Address
5701 THOMPSON CREEK BOULEVARD · SUITE 200 · LINCOLN, NE · 68516
Phone
(402) 435-2134
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BLAND & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK USA | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHTOWER ADVISORS, LLC | 36-4500709 | CHICAGO, IL | INVESTMENT ADVISORY | $28K | — |
Investments
24 direct securities · 1 pooled fund· $11.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$5.9M
24 holdings
Pooled Separate Account
$5.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $1.1M | 18.0% | |
| Vanguard Target Retirement 2045 | — | — | — | $1.1M | 17.9% | |
| Vanguard Target Retirement 2040 | — | — | — | $850K | 14.3% | |
| Vanguard Target Retirement 2020 | — | — | — | $594K | 10.0% | |
| Vanguard Target Retirement 2035 | — | — | — | $506K | 8.5% | |
| Vanguard Target Retirement 2055 | — | — | — | $396K | 6.7% | |
| Vanguard Target Retirement 2060 | — | — | — | $379K | 6.4% | |
| T. Rowe Price Blue Chip Growth Fund | — | — | — | $251K | 4.2% | |
| Vanguard Target Retirement 2030 | — | — | — | $181K | 3.1% | |
| Vanguard Target Retirement 2025 | — | — | — | $141K | 2.4% | |
| John Hancock 500 Index Fund | — | — | — | $86K | 1.5% | |
| Vanguard Target Retirement 2065 | — | — | — | $76K | 1.3% | |
| Participant notes receivable Loans to participants with interest rate of 4.25% - 9.5% | — | — | — | $69K | 1.2% | |
| JPMorgan Undiscovered Mgrs Behavioral Value Fund | — | — | — | $42K | 0.7% | |
| JP Morgan Mid Cap Value Fund | — | — | — | $40K | 0.7% | |
| John Hancock Stable Value Fund | — | — | — | $39K | 0.7% | |
| Invesco Small Cap Growth Fund | — | — | — | $34K | 0.6% | |
| Baird Mid Cap Growth Fund | — | — | — | $26K | 0.4% | |
| Federated Hermes Federated High Yield Bond Fund | — | — | — | $25K | 0.4% | |
| Robeco Disciplined Value Fund | — | — | — | $19K | 0.3% | |
| Vanguard Target Retirement Income | — | — | — | $13K | 0.2% | |
| Wellington John Hancock International Growth Fund | — | — | — | $10K | 0.2% | |
| JP Morgan US Equity Fund | — | — | — | $8K | 0.1% | |
| John Hancock Total Stock Market Index Fund | — | — | — | $6K | <0.1% |