Department of Labor filing

THE COLLECTED GROUP COMPANY, LLC

THE COLLECTED GROUP COMPANY, LLC RETIREMENT PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

There is not enough comparable filing data to judge this plan yet. This is a filing comparison, not a complete benefits score.

$Employer support
Not reported

Reported employer contributions per active participant.

#People in the filing
0

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$194 / participant

Reported administrative expense—not every fee an employee may pay.

Investment performance
Not available

Plan assets changed 4.7%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, THE COLLECTED GROUP COMPANY, LLC reported Not reported in employer contributions across the plan and 0 active participants. That works out to Not reported per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy0%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendNot enough history

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 17.7%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer contextNot enough data

Comparable-plan data is too limited for a score.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
Not reported
Participant contributions
Not reported
Other contributions
Not reported
Employer share of reported contributions
Not reported
Beginning assets
$7,245,726
Ending assets
$7,588,833
Ending net assets
$7,588,833
Ending liabilities
$0
Total income
$935,380
Total expenses
$592,273
Administrative expenses
$33,477
Participant loans
Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
Not reported
2023
Not reported
2024
Not reported
Plan-paid administrative expenses per participant
2022
$235
2023
$98
2024
$194
Active participants
2022
0
2023
0
2024
0
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024Not reported07.6M20251015224343NAL0007606928001
2023Not reported07.2M20250911021359NAL0000090544001
2022Not reported06.8M20250731143628NAL0010737570001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
Not stated in the filing
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Yes
Public plan identifier
954862188-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2008
Industry
Wholesale trade
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2G2F3D2J2T2E2K3H

Current plan terms

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Filing ACK_ID20251015224343NAL0007606928001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗