How big is Collate Inc.'s plan?

Collate Inc.'s plan reported $142K in assets and 16 participants for 2025.

Original filing (PDF)20260505220820NAL0001651168062

Collate Inc.

Name: Collate Inc. — Collate 401(k) Plan, Form 5500 (2025)
Creator: Collate Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Collate 401(k) Plan

401(k) retirement plan · Collate Inc.'s Collate 401(k) Plan held $142K in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$142K

Net assets (EOY)

$142K

Plan identifiers

Collate Inc.'s EIN is 86-3863370.

EIN 86-3863370

Plan number 001

Plan year 2025

ACK ID 20260505220820NAL0001651168062

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Collate Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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

COLLATE INC.

EIN

all filings

Address

200 MIDDLEFIELD ROAD, SUITE 110 · MENLO PARK, CA · 94025

Phone

(408) 835-8923

Industry

Data Processing, Hosting· Information / Tech / Media

Plan administrator

Name

ACCRUE 401K, INC.

EIN

39-4234112

City

BURLINGAME, CA

Phone

(888) 294-0388

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

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

Related plans

Similar-size Data Processing, Hosting plans

ROME Radiology Group, PA

ROME Radiology Group, PA GCF Benefit Plan

$142K · 29 participants

Specialized Orthopedic Services Inc.

Hermosa Ranch Profit Sharing Plan

$143K · 8 participants

Crstl Technologies, Inc.

Crstl Technologies, Inc. 401(k) Plan

$142K · 5 participants

SF17 Therapeutics, Inc.

SF17 Therapeutics 401(k) Plan

$144K · 2 participants

Concierge Plus, Inc.

Concierge Plus, Inc. 401(k) Plan

$144K · 8 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.