How big is Collateral Specialists Inc.'s plan?

Collateral Specialists Inc.'s plan reported $5.0M in assets and 118 participants for 2025.

Original filing (PDF)20260324122002NAL0003651603001

Collateral Specialists Inc.

Name: Collateral Specialists Inc. — Collateral Specialists, Form 5500 (2025)
Creator: Collateral Specialists Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Collateral Specialists Inc. 401(k) Plan

401(k) retirement plan · Collateral Specialists Inc.'s Collateral Specialists Inc. 401(k) Plan held $5.0M in plan assets for 118 participants in 2025.

Active participants

118

Accounts w/ balance

118

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

Brian Jennings signed Collateral Specialists Inc.'s 2025 Form 5500 as plan administrator.

Brian Jennings — 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

Collateral Specialists Inc.'s EIN is 68-0366273.

EIN 68-0366273

Plan number 001

Plan year 2025

ACK ID 20260324122002NAL0003651603001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Collateral Specialists Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off