Original filing (PDF)20240926104852NAL0000349059001

The Wealth Collaborative, Inc.

Name: The Wealth Collaborative, Inc. — The Wealth, Form 5500 (2023)
Creator: The Wealth Collaborative, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Wealth Collaborative, Inc. Defined Benefit Pension Plan

Defined-benefit pension plan · The Wealth Collaborative, Inc.'s The Wealth Collaborative, Inc. Defined Benefit Pension Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

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

EIN 26-0141151

Plan number 002

Plan year 2023

ACK ID 20240926104852NAL0000349059001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Wealth Collaborative, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The Wealth Collaborative, Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off