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COLLABORATIVE FINANCIAL STRATEGI

EIN 27-0227919-Finance and Insurance-Latest filing 2024
Plans
1
Retirement
1
$189K assets
Welfare
0
Participants
15
40 TAVERNIER DRIVE, SUITE C - JACKSONVILLE, FL 32081904-425-0943
Plans on this EIN
1 filing
#001401k-$189K - 15 part

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Retirement#001

COLLABORATIVE FINANCIAL STRATEGIES, INC. 401(K) P/S PLAN

401k

Assets$189K
Participants15
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COLLABORATIVE FINANCIAL STRATEGIES, INC. 401(K) P/S PLAN401k$189K152024
Retirement plans
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