How big is Collett Partners LLC's plan?

Collett Partners LLC's plan reported $198K in assets and 6 participants for 2024.

Original filing (PDF)20250528132754NAL0004415635001

Collett Partners LLC

Name: Collett Partners LLC — Collett Partners, LLC, Form 5500 (2024)
Creator: Collett Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Collett Partners, LLC

401(k) retirement plan · Collett Partners LLC's Collett Partners, LLC held $198K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$198K

Net assets (EOY)

$198K

People on this filing

Steven Stewart signed Collett Partners LLC's 2024 Form 5500 as plan administrator.

Steven Stewart — 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

Collett Partners LLC's EIN is 46-1057554.

EIN 46-1057554

Plan number 001

Plan year 2024

ACK ID 20250528132754NAL0004415635001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Collett Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Collett Partners 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 COLLETT PARTNERS 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