How big is Collins + Partners, LLC's plan?

Collins + Partners, LLC's plan reported $5.0M in assets and 50 participants for 2024.

Original filing (PDF)20250916153012NAL0001383603001

Collins + Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Collins + Partners, LLC Profit Sharing and Savings Plan

401(k) retirement plan · Collins + Partners, LLC's Collins + Partners, LLC Profit Sharing and Savings Plan held $5.0M in plan assets for 50 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

Plan identifiers

Collins + Partners, LLC's EIN is 80-0625245.

EIN 80-0625245

Plan number 002

Plan year 2024

ACK ID 20250916153012NAL0001383603001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Collins + Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Collins + Partners, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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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