# The Collected Group Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-collected-group-company-llc-401k-plan

> The Collected Group Company, LLC's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/holthouse-carlin-and-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|—|—|—|—|

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