Plan Snapshot
- Plan Sponsor: Collectivus, LLC
- Sponsor EIN: 464331591
- Sponsor Address: 1922 OLD MURFREESBORO PIKE, NASHVILLE, TN, 37217
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 650
- Total Assets: $20.4M
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. |
|---|---|---|---|---|
| 2025 | 650 | $20.4M | $0 | $0 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $92,800 | — | $92,800 |
| ALPHA CAPITAL MANAGEMENT GROUP LLC | Investment Advisor | $39,352 | — | $39,352 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $132,152
- Estimated Expense Ratio: 0.648% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $2,328,600 | $39,352 | — | — | — |