How big is Collaborative Consulting, Inc.'s plan?

Collaborative Consulting, Inc.'s plan reported $905K in assets and 3 participants for 2024.

Original filing (PDF)20250916074328NAL0001765553001

Collaborative Consulting, Inc.

Name: Collaborative Consulting, Inc. — Collaborative, Form 5500 (2024)
Creator: Collaborative Consulting, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Collaborative Consulting 401(k) Profit Sharing Plan

401(k) retirement plan · Collaborative Consulting, Inc.'s Collaborative Consulting 401(k) Profit Sharing Plan held $905K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$905K

Net assets (EOY)

$905K

Plan identifiers

Collaborative Consulting, Inc.'s EIN is 36-4790880.

EIN 36-4790880

Plan number 001

Plan year 2024

ACK ID 20250916074328NAL0001765553001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Collaborative Consulting, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Collaborative Consulting, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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 (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

COLLABORATIVE CONSULTING, INC.

EIN

all filings

Address

521 BROWNING ST. · MILL VALLEY, CA · 94941

Phone

(714) 328-6060

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator