Plan Snapshot
- Plan Sponsor: Collaborative Strategies, INC.
- Sponsor EIN: 030496289
- Sponsor Address: 1610 DES PERES ROAD, ST. LOUIS, MO, 63131
- Plan Type: 401(k)
- Total Participants: 14
- Total Assets: $9.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 14 | $9.3M | $102,189 | $272,792 |
| 2023 | 14 | $9.0M | $103,499 | $299,665 |
| 2022 | 14 | $7.0M | $96,002 | $302,167 |