How big is Collins Bay Island Securities LLC's plan?

Collins Bay Island Securities LLC's plan reported $1.4M in assets and 2 participants for 2024.

Original filing (PDF)20250714152132NAL0001211537001

Collins Bay Island Securities LLC

Name: Collins Bay Island Securities LLC — Collins Bay, Form 5500 (2024)
Creator: Collins Bay Island Securities LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Collins Bay Island Securities LLC 401(k) Plan

401(k) retirement plan · Collins Bay Island Securities LLC's Collins Bay Island Securities LLC 401(k) Plan held $1.4M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Budge Collins signed Collins Bay Island Securities LLC's 2024 Form 5500 as plan administrator.

Budge Collins — 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

Collins Bay Island Securities LLC's EIN is 33-0931125.

EIN 33-0931125

Plan number 005

Plan year 2024

ACK ID 20250714152132NAL0001211537001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Collins Bay Island Securities LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Collins Bay Island Securities LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLLINS BAY ISLAND SECURITIES 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 average account balance (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

COLLINS BAY ISLAND SECURITIES LLC

EIN

all filings

Address

611 FAIR ST. · FRANKLIN, TN · 37064

Phone

(949) 644-5771

Industry

Finance & Insurance

Plan administrator