Original filing (PDF)20250507084906NAL0010421905001

COLLECTIVE FAMILY OFFICE, LLC

Name: COLLECTIVE FAMILY OFFICE, LLC — COLLECTIVE FAMILY OFFICE, LLC 401(K) PLAN, Form 5500 (2024)
Creator: COLLECTIVE FAMILY OFFICE, LLC

Form 5500-SF

FILING_RECEIVED

COLLECTIVE FAMILY OFFICE, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLLECTIVE FAMILY OFFICE, LLC.

Plan sponsor

Name

COLLECTIVE FAMILY OFFICE, LLC

EIN

83-3846867

Address

235 ST. CHARLES WAY · SUITE 200 · YORK, PA · 17402

Phone

(717) 296-1586

Industry

Finance & Insurancesee 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

2025-05-07

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

DJRCSM, LLC

THE SP FINANCIAL 401(K) PLAN

$1.1M · 5 participants

REPUBLIC HOLDINGS CORPORATION

REPUBLIC HOLDINGS CORPORATION 401(K) PROFIT SHARING PLAN AND T

$1.1M · 7 participants

WATERSTONE PRIVATE WEALTH MANAGEMENT

WATERSTONE PRIVATE WEALTH MANAGEMENT 401(K) PLAN

$1.1M · 7 participants

FOXHILL CAPITAL MANAGEMENT, INC.

FOXHILL CAPITAL MANAGEMENT, INC. 401(K) PLAN

$1.1M · 3 participants

S KOTLER & COMPANY LLC

STEVEN KOTLER PROFIT SHARING PLAN