Back to filter
Original filing (PDF)20250720182825NAL0001339330001
COLLABRIA CARE
Form 5500-SF
FILING_RECEIVED
COLLABRIA CARE 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
59
Accounts w/ balance
80
Plan assets (EOY)
$4.2M
Net assets (EOY)
$4.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLLABRIA CARE.
Plan sponsor
Name
COLLABRIA CARE
EIN
68-0393144
Address
414 SOUTH JEFFERSON STREET · NAPA, CA · 945594515
Phone
(707) 258-9080
Industry
Health Care & Social Assistancesee 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
2025-07-20
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
LITTLE FLOWER MANOR, INC.
LITTLE FLOWER MANOR, INC 403(B) PLAN
$4.2M · 145 participants
SLM STAFFING, LLC
SLM STAFFING 401(K) PLAN
$4.2M · 508 participants
DEDICATED NURSING ASSOCIATES, INC
DEDICATED NURSING ASSOCIATES, INC. RETIREMENT PLAN
$4.2M · 1,825 participants
HAWTHORNE OCALA OPERATIONS LLC
INFINITE CARE GROUP FACILITIES - SOUTH 401(K) PLAN
$4.2M · 2,418 participants
LACONIA NURSING HOME, INC.
LACONIA NURSING HOME RETIREMENT PLAN
$4.2M · 22 participants
ARISTOCRAT SENIOR MANAGEMENT, LTD.
ARISTOCRAT SENIOR MANAGEMENT, LTD., 401(K) RETIREMENT PLAN
$4.2M · 96 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B