P 401(k) Plan Report

Stable plan record

COLLABORATIVE RETIREMENT TRUST

Sponsored by MARK D. RUSSO, LLC · EIN/PN 264416679-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$2,353
Administrative cost per participant
2025
$212
Active participants
2025
17
Total plan assets
2025
$349,007
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260518153708NAL000020878500117$2,353
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.