Original filing (PDF)20251008190048NAL0006249473001

COLLIER FAMILY OFFICE, INC.

Name: COLLIER FAMILY OFFICE, INC. — COLLIER FAMILY OFFICE, INC. 401(K) PLAN, Form 5500 (2024)
Creator: COLLIER FAMILY OFFICE, INC.

Form 5500-SF

FILING_RECEIVED

COLLIER FAMILY OFFICE, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

COLLIER FAMILY OFFICE, INC.

EIN

59-3544459

Address

2550 GOODLETTE RD N · NAPLES, FL · 34103

Phone

(239) 326-2020

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-01-31

Filed

2025-10-08

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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