How big is Breakthrough Collaborative's plan?

Breakthrough Collaborative's plan reported $1.5M in assets and 31 participants for 2024.

Original filing (PDF)20250730174209NAL0005108417001

Breakthrough Collaborative

Name: Breakthrough Collaborative — Breakthrough, Form 5500 (2024)
Creator: Breakthrough Collaborative
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Breakthrough Collaborative Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Breakthrough Collaborative's Breakthrough Collaborative Inc. 401(k) Profit Sharing Plan & Trust held $1.5M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

ALEX Serna signed Breakthrough Collaborative's 2024 Form 5500 as plan administrator.

ALEX Serna — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Breakthrough Collaborative's EIN is 94-3140620.

EIN 94-3140620

Plan number 001

Plan year 2024

ACK ID 20250730174209NAL0005108417001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Breakthrough Collaborative from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Breakthrough Collaborative's 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 BREAKTHROUGH COLLABORATIVE.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

BREAKTHROUGH COLLABORATIVE

EIN

all filings

Address

PO BOX 71420 · OAKLAND, CA · 946127520

Phone

(415) 442-0600

Industry

Other Services (ex. Public Admin)

Plan administrator