# Collaborative Strategies, INC. 401(k) Plan
Source: https://planprovider.pro/companies/collaborative-strategies-inc-401k-plan

> Collaborative Strategies, INC.'s 401(k) plan: 14 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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