Original filing (PDF)20241011200056NAL0045702338001

A.J. TOOL AND MANUFACTURING, LLC

Name: A.J. TOOL AND MANUFACTURING, LLC — COLLABORATIVE RETIREMENT TRUST, Form 5500 (2023)
Creator: A.J. TOOL AND MANUFACTURING, LLC

Form 5500-SF

FILING_RECEIVED

COLLABORATIVE RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 A.J. TOOL AND MANUFACTURING, LLC.

Plan sponsor

Name

A.J. TOOL AND MANUFACTURING, LLC

EIN

84-3814287

Address

3026 BEECHWOOD INDUSTRIAL CT. · HUBERTUS, WI · 53033

Phone

(262) 628-4445

Industry

Manufacturingsee all

Plan administrator

Name

COLLABORATIVE OFFICE SERVICES, LLC

EIN

37-1850825

City

RENO, NV

Phone

(203) 622-2000

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-12-01

Tax period

2023-12-31

Filed

2024-10-11

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

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