How big is Collaborative Planning Group S' plan?

Collaborative Planning Group S' plan reported $93K in assets and 4 participants for 2024.

Original filing (PDF)20250407192514NAL0016852097001

Collaborative Planning Group S

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

Form 5500-SF

FILING_RECEIVED

Collaborative Planning Group S 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Collaborative Planning Group S' Collaborative Planning Group S 401(k) Profit Sharing Plan & Trust held $93K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$93K

Net assets (EOY)

$93K

Plan identifiers

Collaborative Planning Group S' EIN is 47-1236446.

EIN 47-1236446

Plan number 001

Plan year 2024

ACK ID 20250407192514NAL0016852097001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Collaborative Planning Group 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 COLLABORATIVE PLANNING GROUP S.

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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