How big is Collins Financial Advisors' plan?

Collins Financial Advisors' plan reported $113K in assets and 4 participants for 2025.

Original filing (PDF)20260424083633NAL0008839616001

Collins Financial Advisors

Name: Collins Financial Advisors — Collins Financial, Form 5500 (2025)
Creator: Collins Financial Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Collins Financial Advisors 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Collins Financial Advisors' Collins Financial Advisors 401(k) Profit Sharing Plan & Trust held $113K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$113K

Net assets (EOY)

$113K

Plan identifiers

Collins Financial Advisors' EIN is 88-2732463.

EIN 88-2732463

Plan number 001

Plan year 2025

ACK ID 20260424083633NAL0008839616001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Collins Financial Advisors' 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 COLLINS FINANCIAL ADVISORS.

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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