How big is Collaborative Fund Management, LLC.'s plan?

Collaborative Fund Management, LLC.'s plan reported $5.0M in assets and 20 participants for 2025.

Original filing (PDF)20260513080030NAL0006142547001

Collaborative Fund Management, LLC.

Name: Collaborative Fund Management, LLC. — Collaborative, Form 5500 (2025)
Creator: Collaborative Fund Management, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Collaborative Fund Management, LLC. 401(k) Plan

401(k) retirement plan · Collaborative Fund Management, LLC.'s Collaborative Fund Management, LLC. 401(k) Plan held $5.0M in plan assets for 20 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

Jeffrey Ullrich signed Collaborative Fund Management, LLC.'s 2025 Form 5500 as plan administrator.

Jeffrey Ullrich — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Collaborative Fund Management, LLC.'s EIN is 27-3647163.

EIN 27-3647163

Plan number 001

Plan year 2025

ACK ID 20260513080030NAL0006142547001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Collaborative Fund Management, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Collaborative Fund Management, LLC.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

COLLABORATIVE FUND MANAGEMENT, LLC.

EIN

all filings

Address

347 BOWERY · 2ND FLOOR · NEW YORK, NY · 10003

Phone

(207) 329-3349

Industry

Finance & Insurance

Plan administrator