How big is Collaborative Portfolio Management, LLC's plan?

Collaborative Portfolio Management, LLC's plan reported $727K in assets and 4 participants for 2024.

Original filing (PDF)20250729064711NAL0001390099001

Collaborative Portfolio Management, LLC

Name: Collaborative Portfolio Management, LLC — Form 5500 Plan 002 (2024)
Creator: Collaborative Portfolio Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capital Portfolio Management, LLC Cash Balance Plan

Defined-benefit pension plan · Collaborative Portfolio Management, LLC's Capital Portfolio Management, LLC Cash Balance Plan held $727K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$727K

Net assets (EOY)

$727K

Plan identifiers

Collaborative Portfolio Management, LLC's EIN is 99-4227241.

EIN 99-4227241

Plan number 002

Plan year 2024

ACK ID 20250729064711NAL0001390099001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Collaborative Portfolio Management, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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 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