The Collected Group Company, LLC Retirement Plan — Form 5500 plan (The Collected Group Company, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Collected Group Company, LLC Retirement Plan is a benefit plan reported by The Collected Group Company, LLC under EIN 95-4862188 and plan number 001. The latest loaded filing year is 2023. The filing reports 534 participants and $11,769,318 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Collected Group Company, LLC
- EIN
- 95-4862188
- Plan number
- 001
- Plan type
- 2
- Location
- West Hills, CA
- Latest filing year
- 2023
- Participants
- 534
- End-of-year plan assets
- $11,769,318
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 534 | H, C | 20250415030753NAL0005738770001 |
| 2023 | 589 | H, C | 20250410145227NAL0011843555001 |
| 2023 | 140 | H, C | 20250911021359NAL0000090544001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,397,156
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,397,156
- Net assets (BOY)
- $11,592,148
Income & contributions
- Employer contributions
- $345,428
- Participant contributions
- $579,873
- Total contributions
- $1,385,428
- Total income / additions
- $3,105,641
Expenses & distributions
- Benefits paid
- $2,297,753
- Administrative expenses
- $2,880
- Total expenses
- $2,300,633
- Net increase / (decrease)
- $805,008
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benefits Coordinators, Inc | PLAN ADMINISTRATOR | $44,000 | not reported in the loaded dataset | 2023 |
| Holthouse Carlin & Van Trigt Llp | AUDITOR | $12,500 | not reported in the loaded dataset | 2023 |
| Holthouse Carlin & Trigt Llp | AUDITOR | $8,625 | not reported in the loaded dataset | 2023 |
| T Rowe Price | NONE | $3,190 | $0 | 2023 |
| T Rowe Price | NONE | $2,880 | $0 | 2023 |
| T. Rowe Price Rps, Inc. | NONE | $1,255 | $0 | 2023 |
| Dimensional Funds | NONE | $0 | $0 | 2023 |
| Fidelity | NONE | $0 | $0 | 2023 |
| American Beacon Funds | NONE | $0 | $0 | 2023 |
| Pimco Funds | NONE | $0 | $0 | 2023 |
| Pimc0 | NONE | $0 | $0 | 2023 |
| Eagleasset | NONE | $0 | $0 | 2023 |
| Columbia Funds | NONE | $0 | $0 | 2023 |
| Prudential Jennison | NONE | $0 | $0 | 2023 |
| Invesco | NONE | $0 | $0 | 2023 |
| Goldman Sachs Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Collected Group Company, LLC
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in West Hills, CA
- Benefits Coordinators, Inc — Schedule C compensation
- Holthouse Carlin & Van Trigt Llp — Schedule C compensation
- Holthouse Carlin & Trigt Llp — Schedule C compensation
- T Rowe Price — Schedule C compensation
- T. Rowe Price Rps, Inc. — Schedule C compensation
- Dimensional Funds — Schedule C compensation
- Fidelity — Schedule C compensation
- American Beacon Funds — Schedule C compensation
- Pimco Funds — Schedule C compensation
- Pimc0 — Schedule C compensation
- Eagleasset — Schedule C compensation
- Columbia Funds — Schedule C compensation
- Prudential Jennison — Schedule C compensation
- Invesco — Schedule C compensation
- Goldman Sachs Funds — Schedule C compensation