Original filing (PDF)20251015114227NAL0004745105001

COLLECTIVE MEASURES, INC.

Name: COLLECTIVE MEASURES, INC. — NINA HALE EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: COLLECTIVE MEASURES, INC.

Form 5500

FILING_RECEIVED

NINA HALE EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

77% in single holdingNo recordkeeper disclosed

Active participants

102

Accounts w/ balance

142

Plan assets (EOY)

$33.8M

Net assets (EOY)

$33.8M

How this plan invests

This plan

6 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLLECTIVE MEASURES, INC..

Plan sponsor

Name

COLLECTIVE MEASURES, INC.

EIN

20-8508247

Address

100 S 5TH ST SUITE 2000 · MINNEAPOLIS, MN · 55402

Phone

(612) 392-2427

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-10-15

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2E · Profit-sharing

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

LB CARLSON, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
BOULAY FINANCIAL ADVISORS LLC	—	EDEN PRAIRIE, MN	NONE	$8K	—

Investments

6 direct securities· $33.8M(100% of reported assets)

Uncategorized

$33.8M

5 holdings

OTHER

$12K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Allocated – 82,126 shares	—	—	$164K	$25.9M	76.7%
Unallocated – 17,874 shares	—	—	$36K	$5.6M	16.7%
Tradition Capital Bank, Fidelity Bank, Charles Schwab Cash and cash equivalents	—	—

Related plans

Other plans using BOULAY FINANCIAL ADVISORS LLC

THE CHARLES SCHWAB CORPORATION

SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN

$8.9B · 32,145 participants

FAEGRE DRINKER BIDDLE & REATH LLP

FAEGRE DRINKER RETIREMENT SAVINGS PLAN 2

$772.7M · 1,274 participants

EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION

EMERGENCY PHYSICIANS PROFESSIONAL ASSOCIATION PROFIT SHARING 401(K) PLAN

$294.4M · 487 participants

ADVANCED PROCESS TECHNOLOGIES, INC.

ADVANCED PROCESS TECHNOLOGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

$63.8M · 116 participants