How big is Collaborative Value Consulting LLC's plan?

Collaborative Value Consulting LLC's plan reported $647K in assets and 1 participants for 2024.

Original filing (PDF)20250521161509NAL0002422931001

Collaborative Value Consulting LLC

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

Form 5500-SF

FILING_RECEIVED

Collaborative Value Consulting, LLC 401(k) Plan

401(k) retirement plan · Collaborative Value Consulting LLC's Collaborative Value Consulting, LLC 401(k) Plan held $647K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$647K

Net assets (EOY)

$647K

People on this filing

Michael BEAT signed Collaborative Value Consulting LLC's 2024 Form 5500 as plan administrator.

Michael BEAT — 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

Collaborative Value Consulting LLC's EIN is 83-2512121.

EIN 83-2512121

Plan number 001

Plan year 2024

ACK ID 20250521161509NAL0002422931001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Collaborative Value Consulting LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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