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Original filing (PDF)20251201081400NAL0010141585001
COMMON THREAD COLLECTIVE, LLC
Form 5500
FILING_RECEIVED
COMMON THREAD COLLECTIVE 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 0.5 mo28% in single holding
Active participants
60
Accounts w/ balance
105
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
How this plan invests
This plan
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
98
Concentration risk
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 0.5 months past the 10.5-month grace window.
- Top holding "Vanguard Target Retirement 2050 Fund Mutual Fund" is 28% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMMON THREAD COLLECTIVE, LLC.
Plan sponsor
Name
COMMON THREAD COLLECTIVE, LLC
EIN
36-4809528
Address
3011 S. CRODDY WAY · SUITE 400 · SANTA ANA, CA · 92704
Phone
(618) 560-8474
Industry
Professional & Technical Servicessee all
Plan administrator
Name
FORUSALL, INC.
EIN
46-1803145
City
SAN CARLOS, CA
Phone
(844) 401-2253
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AT RETIREMENT SERVICES, LLC | 83-3455979 | DUBUQUE, IA | RECORDKEEPER | $5K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ASSURANCE LLP | 30-0840934 | AGOURA HILLS, CA | AUDITOR | $4K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORUSALL, INC. | 46-1803145 | SAN CARLOS, CA | ADMINISTRATOR | $11K | — |
Investments
18 direct securities· $3.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund Mutual Fund | — | — | — | $888K | 27.6% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | — | — | — | $877K | 27.3% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | — | — | — | $759K | 23.6% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | — | — | — | $235K | 7.3% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | — | — | — | $133K | 4.1% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | — | — | — | $63K | 2.0% | |
| Fidelity Total Market Index Institutional Premium Class Mutual Fund | — | — | — | $62K | 1.9% | |
| Fidelity Small Cap Index Institutional Premium Class Mutual Fund ** 708 Schwab S&P 500 Index Mutual Fund | — | — | — | $58K | 1.8% | |
| Participant-Directed Brokerage Accounts Interest-Bearing Cash | — | — | — | $51K | 1.6% | |
| Fidelity International Sustainability Index Mutual Fund | — | — | — | $17K | 0.5% | |
| USD Coin Cryptocurrency | — | — | — | $15K | 0.5% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | — | — | — | $15K | 0.5% | |
| Participant Loans to participants, bearing interest at 9.50% | — | — | — | $14K | 0.4% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $13K | 0.4% | |
| Vanguard FTSE Social Index Fund Admiral Class Mutual Fund | — | — | — | $7K | 0.2% | |
| Vanguard Total Bond Market Index Admiral Class Mutual Fund | — | — | — | $5K | 0.1% | |
| Bitcoin Cryptocurrency | — | — | — | $4K | 0.1% | |
| Vanguard Treasury Money Market Investor Fund Mutual Fund | — | — | — | $3K | 0.1% |
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