How big is The Wealth Collaborative, Inc.'s plan?

The Wealth Collaborative, Inc.'s plan reported $3.6M in assets and 2 participants for 2025.

Original filing (PDF)20260303172158NAL0001535971001

The Wealth Collaborative, Inc.

Name: The Wealth Collaborative, Inc. — The Wealth, Form 5500 (2025)
Creator: The Wealth Collaborative, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Wealth Collaborative, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · The Wealth Collaborative, Inc.'s The Wealth Collaborative, Inc. 401(k) Profit Sharing Plan held $3.6M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan identifiers

The Wealth Collaborative, Inc.'s EIN is 26-0141151.

EIN 26-0141151

Plan number 001

Plan year 2025

ACK ID 20260303172158NAL0001535971001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Wealth Collaborative, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Wealth Collaborative, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE WEALTH COLLABORATIVE, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score