How big is Collected Strategies LLC's plan?

Collected Strategies LLC's plan reported $5.7M in assets and 15 participants for 2024.

Original filing (PDF)20251013155954NAL0001670145001

Collected Strategies LLC

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

Form 5500-SF

FILING_RECEIVED

Collected Strategies 401(k) Retirement Plan

401(k) retirement plan · Collected Strategies LLC's Collected Strategies 401(k) Retirement Plan held $5.7M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

People on this filing

JUDE Gorman signed Collected Strategies LLC's 2024 Form 5500 as plan administrator.

JUDE Gorman — 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

Collected Strategies LLC's EIN is 61-2074241.

EIN 61-2074241

Plan number 001

Plan year 2024

ACK ID 20251013155954NAL0001670145001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Collected Strategies LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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