Original filing (PDF)20251010134456NAL0018147138001

STEHLIK SOUTH, LLC

Name: STEHLIK SOUTH, LLC — COLLABORATIVE RETIREMENT TRUST, Form 5500 (2024)
Creator: STEHLIK SOUTH, LLC

Form 5500-SF

FILING_RECEIVED

COLLABORATIVE RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$59K

Net assets (EOY)

$59K

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 STEHLIK SOUTH, LLC.

Plan sponsor

Name

STEHLIK SOUTH, LLC

EIN

88-0902324

Address

111 N SANTA FE AVE · FOUNTAIN, CO · 80817

Phone

(719) 382-5691

Industry

Wholesale Tradesee all

Plan administrator

Name

COLLABORATIVE OFFICE SERVICES, LLC

EIN

84-3755476

City

RENO, NV

Phone

(203) 622-2000

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

MANHATTAN BEACH TOYOTA 401(K) PLAN

$59K · 124 participants

GPM TRUCK CENTER INC.

GPM TRUCK CENTER INC. RETIREMENT TRUST

$57K · 22 participants

BRAND INCORPORATED

BRAND INCORPORATED 401(K) PLAN

$60K · 8 participants

ZHONGQIAO U.S.A. INT'L CORP

ZHONGQIAN U.S.A. INT'L CORP, 401K PLAN

$57K · 3 participants

WHOLESALE SOLUTIONS, INC.

WHOLESALE SOLUTIONS, INC. 401(K) PLAN

$60K