Original filing (PDF)20241011084301NAL0022429889001

COLLECTIVE WEALTH ADVISORS

Name: COLLECTIVE WEALTH ADVISORS — COLLECTIVE WEALTH AUSTIN LP 401(K)PLAN, Form 5500 (2023)
Creator: COLLECTIVE WEALTH ADVISORS

Form 5500-SF

FILING_RECEIVED

COLLECTIVE WEALTH AUSTIN LP 401(K)PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$338K

Net assets (EOY)

$338K

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.

Decision-maker contacts

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

Plan sponsor

Name

COLLECTIVE WEALTH ADVISORS

EIN

85-2934755all filings

Address

3006 BEE CAVE RD. SUITE A 200 · AUSTIN, TX · 78746

Phone

(512) 467-1923

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-11

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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