2023 Form 5500 filing — The Collected Group Company, LLC Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250911021359NAL0000090544001) for The Collected Group Company, LLC Retirement Plan, reported by The Collected Group Company, LLC under EIN 95-4862188 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250911021359NAL0000090544001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Collected Group Company, LLC
- EIN
- 95-4862188
- Plan number
- 001
- Location
- Vernon, CA
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,397,156
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,397,156
- Employer contributions
- $345,428
- Participant contributions
- $579,873
- Total income / additions
- $3,105,641
- Benefits paid
- $2,297,753
- Administrative expenses
- $2,880
- Total expenses
- $2,300,633
- Net increase / (decrease)
- $805,008
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefits Coordinators, Inc | PLAN ADMINISTRATOR | $44,000 | not reported in the loaded dataset |
| Holthouse Carlin & Van Trigt Llp | AUDITOR | $12,500 | not reported in the loaded dataset |
| Holthouse Carlin & Trigt Llp | AUDITOR | $8,625 | not reported in the loaded dataset |
| T Rowe Price | NONE | $3,190 | $0 |
| T Rowe Price | NONE | $2,880 | $0 |
| T. Rowe Price Rps, Inc. | NONE | $1,255 | $0 |
| Dimensional Funds | NONE | $0 | $0 |
| Fidelity | NONE | $0 | $0 |
| American Beacon Funds | NONE | $0 | $0 |
| Pimco Funds | NONE | $0 | $0 |
| Pimc0 | NONE | $0 | $0 |
| Eagleasset | NONE | $0 | $0 |
| Columbia Funds | NONE | $0 | $0 |
| Prudential Jennison | NONE | $0 | $0 |
| Invesco | NONE | $0 | $0 |
| Goldman Sachs Funds | NONE | $0 | $0 |