Luke Schlegel signed Collective Measures, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Collective Measures, Inc.'s EIN is 20-8508247.
Download the official 2024 Form 5500 (PDF) for Collective Measures, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Collective Measures, Inc.'s plan includes a leveraged ESOP, profit-sharing, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOULAY FINANCIAL ADVISORS LLC | — | EDEN PRAIRIE, MN | NONE | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Allocated – 82,126 shares | Other securities | — | $164K | $25.9M | 76.7% | |
| Unallocated – 17,874 shares | Other securities | — | $36K | $5.6M | 16.7% | |
| Tradition Capital Bank, Fidelity Bank, Charles Schwab Cash and cash equivalents | Mutual Funds | — | $1.9M | $1.9M | 5.6% | |
| BlackRock iShares MBS ETF | Other securities | — | $256K | $255K | 0.8% | |
| JP Morgan JPMorgan Ultra‐Short Income ETF | Other securities | — | $95K | $96K | 0.3% | |
| investments BlackRock iShares Treasury Floating Rate Bond | OTHER | — | $13K | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
