Plan Snapshot
- Plan Sponsor: Collaborative Industries, INC.
- Sponsor EIN: 205709688
- Sponsor Address: 5701 THOMPSON CREEK BOULEVARD, LINCOLN, NE, 68516
- Plan Type: 401(k)
- Total Participants: 265
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 265 | $5.9M | $157,624 | $408,373 |
| 2023 | 201 | $5.1M | $99,170 | $370,412 |
| 2022 | 208 | $4.6M | $153,459 | $381,616 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BLAND & ASSOCIATES | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $90,525 | $27,686 | $47,310 | — | — |
| 2023 | $71,948 | $24,035 | $41,721 | — | — |
| 2022 | $120,170 | $22,786 | $48,284 | — | $49,100 |