Original filing (PDF)20230914094043NAL0031308288001

ALLIANCE ADVISORS, LLC

Name: ALLIANCE ADVISORS, LLC — COLLABORATIVE RETIREMENT TRUST, Form 5500 (2022)
Creator: ALLIANCE ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

COLLABORATIVE RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

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

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLIANCE ADVISORS, LLC.

Plan sponsor

Name

ALLIANCE ADVISORS, LLC

EIN

27-3033031

Address

200 BROADACRES DRIVE 3RD FLOOR · BLOOMFIELD, NJ · 07003

Phone

(973) 873-7734

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Name

COLLABORATIVE OFFICE SERVICES LLC

EIN

84-3755476

City

RENO, NV

Phone

(203) 622-2000

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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