How big is Lee Richards' plan?

Lee Richards' plan reported $14K in assets and 1 participants for 2025.

Original filing (PDF)20260413141720NAL0017183777001

Lee Richards

Name: Lee Richards — Collaborative Retirement Trust, Form 5500 (2025)
Creator: Lee Richards
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Collaborative Retirement Trust

401(k) retirement plan · Lee Richards' Collaborative Retirement Trust held $14K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

Plan identifiers

Lee Richards' EIN is 85-3939698.

EIN 85-3939698

Plan number 001

Plan year 2025

ACK ID 20260413141720NAL0017183777001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Lee Richards from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Lee Richards' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

LEE RICHARDS

EIN

all filings

Address

19 FRASERS LANE · VERONA ISLAND, ME · 04416

Phone

(719) 290-0924

Industry

Arts, Entertainment, Recreation

Plan administrator

Name

COLLABORATIVE OFFICE SERVICES, LLC

EIN

84-3755476

City

RENO, NV

Phone

(203) 622-2000

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-13

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

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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