Original filing (PDF)20250417220914NAL0001015507035

MSB COLLABORATIVE LLC DBA DIRIGO COLLABORATIVE

Name: MSB COLLABORATIVE LLC DBA DIRIGO COLLABORATIVE — MSB COLLABORATIVE LLC DBA DIRIGO COLLABORATIVE 401(K) PLAN, Form 5500 (2024)
Creator: MSB COLLABORATIVE LLC DBA DIRIGO COLLABORATIVE

Form 5500-SF

FILING_RECEIVED

MSB COLLABORATIVE LLC DBA DIRIGO COLLABORATIVE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 MSB COLLABORATIVE LLC DBA DIRIGO COLLABORATIVE.

Plan sponsor

Name

MSB COLLABORATIVE LLC DBA DIRIGO COLLABORATIVE

EIN

84-2907415

Address

1615 SCOTTSDALE DRIVE · BUILDING TWO SUITE 200A · LEANDER, TX · 78641

Phone

(512) 401-8120

Industry

Finance & Insurancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

PARKER FINANCIAL GROUP, LLC

PARKER FINANCIAL GROUP 401(K) PLAN

DRSI ACQUISITION INC.

DRSI ACQUISITION INC. 401(K) PLAN

FINARY, INC.

FINARY 401(K) PLAN

CAPITAL DIRECTIONS, LLC

CAPITAL DIRECTIONS, LLC 401(K) PROFIT SHARING PLAN

SUMMIT GLOBAL MANAGEMENT, INC.

SUMMIT GLOBAL MANAGEMENT, INC. 401(K) PLAN