Plan Snapshot
- Plan Sponsor: The Collected Group Company, LLC
- Sponsor EIN: 954862188
- Sponsor Address: 4775 EUCALYPTUS AVENUE, CHINO, CA, 917109257
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $7.6M
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 | 0 | $7.6M | $0 | $0 |
| 2023 | 0 | $7.2M | $0 | $0 |
| 2022 | 0 | $6.8M | $0 | $0 |
| 2021 | 0 | $11.8M | $0 | $0 |
| 2020 | 383 | $12.4M | $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 |
|---|---|---|---|---|
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | $12,500 | — | $12,500 |
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: $12,500
- Estimated Expense Ratio: 0.165% 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 |
|---|---|---|---|---|---|
| 2024 | $33,477 | — | $11,440 | $22,037 | — |
| 2023 | $13,755 | — | — | $12,500 | — |
| 2022 | $47,490 | — | — | — | — |
| 2021 | $55,815 | — | — | $8,625 | — |
| 2020 | $2,880 | — | — | — | — |