Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COMMON THREAD COLLECTIVE, LLC
EIN 36-4809528Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$10.1M assets
Welfare
0
Participants
174
3011 S. CRODDY WAY, SUITE 400 - SANTA ANA, CA 92704618-560-8474
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.1M assets / 174 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
COMMON THREAD COLLECTIVE EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$6.8M
Participants65
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
COMMON THREAD COLLECTIVE 401(K) PLAN
401k
Assets$3.2M
Participants109
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | COMMON THREAD COLLECTIVE EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $6.8M | 65 | 2024 | |
| 001 | COMMON THREAD COLLECTIVE 401(K) PLAN | 401k | $3.2M | 109 | 2024 |
Retirement plans
Welfare plans