Collaborative Industries, Inc. 401(k) Profit Sharing Plan
Sponsored by Collaborative Industries, Inc. · EIN 205709688 · Plan #002
- Total assets
- $5.9M
- Net assets
- $5.9M
- Active participants
- 265
- With balances
- 380
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Hightower Advisors, Llc CRD 145323 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hightower Advisors, Llc | Investment advisory (participants) | $27,686 |
| John Hancock Usa | Recordkeeping, Investment management, Shareholder servicing fees | $3,474 |