How big is Collectivity's plan?

Collectivity's plan reported $259K in assets and 8 participants for 2025.

Original filing (PDF)20260423220818NAL0002764211084

Collectivity

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

Form 5500-SF

FILING_RECEIVED

Collectivity 401(k) Plan

401(k) retirement plan · Collectivity's Collectivity 401(k) Plan held $259K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$259K

Net assets (EOY)

$259K

Plan identifiers

Collectivity's EIN is 46-5701019.

EIN 46-5701019

Plan number 001

Plan year 2025

ACK ID 20260423220818NAL0002764211084

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Collectivity'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 COLLECTIVITY.

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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.

Plan sponsor

Name

COLLECTIVITY

EIN

all filings

Address

2288 UNIVERSITY AVE W · SUITE 201 · SAINT PAUL, MN · 55114

Phone

(651) 276-5775

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Name

ACCRUE 401K, INC.

EIN

39-4234112

City

BURLINGAME, CA

Phone

(888) 294-0388

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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