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Original filing (PDF)20251014145609NAL0001540419001
COLLABERA, INC.
Form 5500
FILING_RECEIVED
COLLABERA 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,480
Accounts w/ balance
2,039
Plan assets (EOY)
$102.6M
Net assets (EOY)
$102.6M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
80
Participation health
80
Knocking points off
- 20 bps in Schedule C fees — 102% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- 59% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLLABERA, INC..
Plan sponsor
Name
COLLABERA, INC.
EIN
22-3093525
Address
110 ALLEN RD · BASKING RIDGE, NJ · 07920
Phone
(973) 889-5261
Industry
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | 48-1305000 | — | INVESTMENT ADVISORY | $50K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $139K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COHNREZNICK LLP | 33-4144829 | — | ACCOUNTANT | $18K | — |
Investments
29 direct securities · 1 pooled fund· $102.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$97.1M
29 holdings
Common Collective Trust
$5.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Mutual fund | — | — | — | $14.4M | 14.0% | |
| Fidelity Blue Chip Growth K6 Fund Mutual fund | — | — | — | $13.4M | 13.1% | |
| JPMorgan SmartRetirement 2035 Fund - R6 Mutual fund | — | — | — | $8.6M | 8.4% | |
| JPMorgan SmartRetirement 2050 Fund - R6 Mutual fund | — | — | — | $7.7M | 7.6% | |
| JPMorgan SmartRetirement 2055 Fund - R6 Mutual fund | — | — | — | $6.7M | 6.5% | |
| JPMorgan SmartRetirement 2045 Fund - R6 Mutual fund | — | — | — | $6.6M | 6.4% | |
| JPMorgan SmartRetirement 2040 Fund - R6 Mutual fund | — | — | — | $6.5M | 6.3% | |
| METLIFE SV FD SER 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $5.5M | 5.4% | |
| JPMorgan SmartRetirement 2030 Fund - R6 Mutual fund | — | — | — | $5.2M | 5.0% | |
| American Funds American Balanced R6 Mutual fund | — | — | — | $3.5M | 3.4% | |
| JPMorgan SmartRetirement 2060 Fund - R6 Mutual fund | — | — | — | $2.8M | 2.7% | |
| JPMorgan SmartRetirement 2025 Fund - R6 Mutual fund | — | — | — | $2.7M | 2.7% | |
| Vanguard Mid-Cap Index Adm Mutual fund | — | — | — | $2.6M | 2.5% | |
| Vanguard Small Cap Index Adm Mutual fund | — | — | — | $2.5M | 2.5% | |
| JPMorgan SmartRetirement 2020 Fund - R6 Mutual fund | — | — | — | $1.8M | 1.7% | |
| JPMorgan Mid Cap Growth Fund - R6 Mutual fund | — | — | — | $1.5M | 1.5% | |
| T. Rowe Price Overseas Stock Mutual fund | — | — | — | $1.3M | 1.3% | |
| Inv Discov R6 Fd Mutual fund | — | — | — | $1.1M | 1.1% | |
| JPMorgan Core Plus Bond Fund - R6 Mutual fund | — | — | — | $1.1M | 1.0% | |
| JPMorgan Equity Income Fund - R6 Mutual fund | — | — | — | $1.0M | 1.0% | |
| American Century Mid Cap Value R6 Mutual fund | — | — | — | $940K | 0.9% | |
| PGIM High Yield Fund - R6 Mutual fund | — | — | — | $912K | 0.9% | |
| maturing at various dates, secured by participant account balance | — | — | — | $792K | 0.8% | |
| American Beacon Small Cap Value Fund - R6 Mutual fund | — | — | — | $775K | 0.8% | |
| Vanguard Emerging Stock Markets Index Adm Mutual fund | — | — | — | $727K | 0.7% | |
| JPMorgan SmartRetirement 2065 Fund - R6 Mutual fund | — | — | — | $678K | 0.7% | |
| Cohen & Steers Real Estate Securities Z Mutual fund | — | — | — | $670K | 0.7% | |
| JPMorgan SmartRetirement Income Fund - R6 Mutual fund | — | — | — | $298K | 0.3% | |
| PIMCO International Bond Fund Mutual fund | — | — | — | $180K | 0.2% | |
| Pioneer Strategic Income K Mutual fund | — | — | — | $140K | 0.1% |
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