P 401(k) Plan Report

Stable plan record

COLLABORATIVE RETIREMENT TRUST

Sponsored by HELZER INSURANCE INC · EIN/PN 333146376-001

Selected filing history

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

Employer money per active participant
2025
$762
Administrative cost per participant
2025
$790
Active participants
2025
2
Total plan assets
2025
$40,091
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260527153855NAL00083396960012$762
Public filing identifier

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