Plan Snapshot
- Plan Sponsor: The Collaborative INC.
- Sponsor EIN: 043089289
- Sponsor Address: 122 SOUTH STREET, BOSTON, MA, 02111
- Plan Type: 401(k)
- Total Participants: 37
- Total Assets: $4.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 37 | $4.9M | $37,965 | $139,976 |
| 2023 | 42 | $4.3M | $29,804 | $125,411 |
| 2022 | 40 | $3.9M | $25,796 | $120,641 |