Plan Snapshot
- Plan Sponsor: The Collected Group Company, LLC
- Sponsor EIN: 954862188
- Sponsor Address: 4775 EUCALYPTUS AVENUE, CHINO, CA, 917109257
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 0 | $7.6M | $0 | $0 |
| 2023 | 0 | $7.2M | $0 | $0 |
| 2022 | 0 | $6.8M | $0 | $0 |
| 2021 | 0 | $11.8M | $270,803 | $334,205 |
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 |
|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | $22,037 | — | $22,037 |
| T. ROWE PRICE RPS, INC. | Other Service Provider | $10,940 | — | $10,940 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN & VAN TRIGT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,977
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 | $8,176,160 | — | — | $17,859 | — |
| 2024 | $33,477 | — | $11,440 | $22,037 | — |
| 2023 | $13,755 | — | — | $12,500 | — |
| 2022 | $47,490 | — | — | — | — |
| 2021 | $55,815 | — | — | $8,625 | — |