How big is Collective Agency LLC's plan?

Collective Agency LLC's plan reported $106K in assets and 3 participants for 2025.

Original filing (PDF)20260505220549NAL0001335153008

Collective Agency LLC

Name: Collective Agency LLC — Collective Agency LLC 401(k), Form 5500 (2025)
Creator: Collective Agency LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Collective Agency LLC 401(k) Plan

401(k) retirement plan · Collective Agency LLC's Collective Agency LLC 401(k) Plan held $106K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$106K

Net assets (EOY)

$106K

Plan identifiers

Collective Agency LLC's EIN is 36-5000464.

EIN 36-5000464

Plan number 001

Plan year 2025

ACK ID 20260505220549NAL0001335153008

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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