How big is Collateral Consultants LLC's plan?

Collateral Consultants LLC's plan reported $1.6M in assets and 14 participants for 2025.

Original filing (PDF)20260507153943NAL0003349873001

Collateral Consultants LLC

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

Form 5500-SF

FILING_RECEIVED

Collateral Consultants LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Collateral Consultants LLC's Collateral Consultants LLC 401(k) Profit Sharing Plan and Trust held $1.6M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

LISA Carter signed Collateral Consultants LLC's 2025 Form 5500 as plan administrator.

LISA Carter — 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

Collateral Consultants LLC's EIN is 27-4656421.

EIN 27-4656421

Plan number 001

Plan year 2025

ACK ID 20260507153943NAL0003349873001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Collateral Consultants LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Collateral Consultants LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), life insurance.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLLATERAL CONSULTANTS 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