Original filing (PDF)20250729064711NAL0001390099001

COLLABORATIVE PORTFOLIO MANAGEMENT, LLC

Name: COLLABORATIVE PORTFOLIO MANAGEMENT, LLC — CAPITAL PORTFOLIO MANAGEMENT, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: COLLABORATIVE PORTFOLIO MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

CAPITAL PORTFOLIO MANAGEMENT, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$727K

Net assets (EOY)

$727K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COLLABORATIVE PORTFOLIO MANAGEMENT, LLC.

Plan sponsor

Name

COLLABORATIVE PORTFOLIO MANAGEMENT, LLC

EIN

99-4227241all filings

Address

10985 CODY · SUITE 140 · OVERLAND PARK, KS · 66210

Phone

(816) 471-5556

Industry

Finance & Insurancesee all

Plan administrator