Original filing (PDF)20240709131312NAL0007886723001

Collective Future

Name: Collective Future — Collective Future 401(k) Profit, Form 5500 (2023)
Creator: Collective Future
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Collective Future 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Collective Future's Collective Future 401(k) Profit Sharing Plan & Trust held $138K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$138K

Net assets (EOY)

$138K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Decision-maker contacts

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

Plan sponsor

Name

COLLECTIVE FUTURE

EIN

82-3079496all filings

Address

2101 L STREET NW STE 800 · WASHINGTON, DC · 20037

Phone

(401) 663-7002

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