Original filing (PDF)20251014145809NAL0004314064001

COLLIFLOWER INC.

Name: COLLIFLOWER INC. — COLLIFLOWER INC. 401K PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: COLLIFLOWER INC.

Form 5500

FILING_RECEIVED

COLLIFLOWER INC. 401K PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

Corrective distributions issued

Active participants

183

Accounts w/ balance

130

Plan assets (EOY)

$12.4M

Net assets (EOY)

$12.4M

How this plan invests

This plan

10 pooled trusts

Schedule D

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Decision-maker contacts

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

Plan sponsor

Name

COLLIFLOWER INC.

EIN

52-0603335

Address

9320 PULASKI HIGHWAY · BALTIMORE, MD · 21220

Phone

(443) 868-3088

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

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)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS,	13-3689044	—	RECORD KEEPER	$21K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
KESTRA ADVISORY SERVICES, LLP	35-2552359	—	INVESTMENT ADVISORY	$13K	—

Investments

25 direct securities · 10 pooled funds· $12.7M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$7.8M

22 holdings

Common Collective Trust

$4.5M

10 holdings

Bonds / Notes

$228K

1 holding

Common Collective Trusts

$173K

1 holding

Common Stock

$46K

1 holding

					% of plan
STATE STREET TRGT RTMNT 2030 CL VI STATE STREET · EIN 90-0337987 / PN 316	Common Collective Trust	—	—	$1.8M	14.3%
Vanguard Information Technology Idx Adm Mutual Fund	Other securities	—	—	$1.5M	12.3%
JPMorgan Large Cap Growth R6 Mutual Fund	Other securities	—	—	$1.5M	11.8%
STATE STREET TRGT RTMENT 2050 CL VI STATE STREET · EIN 90-0337987 / PN 320	Common Collective Trust	—	—	$1.4M	11.1%
Fidelity 500 Index Mutual Fund	Other securities	—	—	$1.1M	8.8%
STATE STREET TRGT RTMENT 2060 CL VI STATE STREET · EIN 90-0337987 / PN 454	Common Collective Trust	—	—	$1.0M	8.1%
American Funds American Mutual R6 Mutual Fund	Other securities	—	—	$805K	6.5%
BlackRock Mid Cap Growth Equity K Mutual Fund	Other securities	—	—	$563K	4.5%
Vanguard Mid Cap Index Adm Mutual Fund	Other securities	—	—	$421K	3.4%
Vanguard Small Cap Index Adm Mutual Fund	Other securities	—	—	$269K	2.2%
BlackRock High Yield Portfolio K Mutual Fund	Other securities	—	—	$261K	2.1%
Fidelity U.S. Bond Index Mutual Fund	Other securities	—	—	$237K	1.9%
MFS Intl Gr R6	Other securities	—	—	$231K	1.9%
Participants Notes Receivable with interest rates of 4.25% to 9.50%	Bonds / Notes	—	—	$228K	1.8%
annum	Other securities	—	—	$228K	1.8%
Fidelity International Index Mutual Fund	Other securities	—	—	$224K	1.8%
Allspring Core Plus Bond R6 Mutual Fund	Other securities	—	—	$205K	1.7%
State Street Target Retirement 2065 Class VI Common and Collective Trusts 259 * Transamerica Stable Value Ascend Option Stable Value Contract	Common Collective Trusts	—	—	$173K	1.4%
STATE STREET TRGT RTMNT 2035 CL VI STATE STREET · EIN 90-0337987 / PN 317	Common Collective Trust	—	—	$147K	1.2%
BlackRock Health Sciences Opps K Mutual Fund	Other securities	—	—	$76K	0.6%
STATE STREET TRGT RTMENT 2045 CL VI STATE STREET · EIN 90-0337987 / PN 319	Common Collective Trust	—	—	$68K	0.5%
DFA U.S. Targeted Value I Mutual Fund	Other securities	—	—	$49K	0.4%
State Street State Street Trgt Rtment 2065 Cl VI 260 State Street State Street Trgt Retment Inc Cl VI	Common Stock	—	—	$46K	0.4%
STATE STREET TRGT RETMENT INC CL VI STATE STREET · EIN 90-0337987 / PN 326	Common Collective Trust	—	—	$46K	0.4%
American Funds New World R6 Mutual Fund	Other securities	—	—	$43K	0.3%
American Century Small Cap Growth R6 Mutual Fund	Other securities	—	—	$28K	0.2%
STATE STREET TRGT RTMENT 2040 CL VI STATE STREET · EIN 90-0337987 / PN 318	Common Collective Trust	—	—	$26K	0.2%
STATE STREET TRGT RTMENT 2055 CL VI STATE STREET · EIN 90-0337987 / PN 325	Common Collective Trust	—	—	$24K	0.2%
Allspring Special Mid Cap Value R6 Mutual Fund	Other securities	—	—	$18K	0.1%
American Funds American Balanced R6 Mutual Fund	Other securities	—	—	$13K	0.1%
STATE STREET TRGT RTMNT 2025 CL VI STATE STREET · EIN 90-0337987 / PN 315	Common Collective Trust	—	—	$4K	<0.1%
DFA Inflation-Protected Securities I Mutual Fund	Other securities	—	—	$3K	<0.1%
Dimensional DFA Infl-Prtctd Sec I	Other securities	—	—	$3K	<0.1%
DFA Real Estate Securities I Mutual Fund	Other securities	—	—	$1K	<0.1%
STATE STREET TRGT RTMENT 2065 CL VI STATE STREET · EIN 32-6528132 / PN 049	Common Collective Trust	—	—	$260	<0.1%