Retirement plan

COLLABORATIVE VALUE CONSULTING, LLC 401(K) PLAN

Name: COLLABORATIVE VALUE CONSULTING LLC - COLLABORATIVE VALUE CONSULTING, LLC 401(K) PLAN (2025) Form 5500
Creator: COLLABORATIVE VALUE CONSULTING LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COLLABORATIVE VALUE CONSULTING, LLC 401(K) PLAN, COLLABORATIVE VALUE CONSULTING LLC

COLLABORATIVE VALUE CONSULTING LLCEIN 83-2512121Plan #001PY 2025

320 CABIN GROVE - CREVE COEUR, MO 63141314-249-5914

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$852K

+31.8% from 2024

Total participants

0.0% from 2024

Average account balance

$852,351

+31.8% from 2024

Annual return

19.20%

-7.21 pp from 2024

Benchmarks

See 66,971 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort66,971 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$852K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$852K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$81K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$81K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.20%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$40

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J3D3B

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$40

$40 / participant

Other / not subdivided$40100.0%

% of EOY assets

0.005%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$852,351

$174,379+388.8%

$152,093+460.4%

$138,895+513.7%

Participation rate

100.0%

81.6%+18.4pp

77.8%+22.2pp

79.9%+20.1pp

Annual return

19.20%

74.86%-55.7pp

66.36%-47.2pp

145.39%-126.2pp

Employer contribution / active EE

$46,500

$4,652+899.6%

$4,175+1013.9%

$4,194+1008.7%

Participant deferral / active EE

$34,750

$6,159+464.2%

$5,451+537.5%

$6,396+443.3%

Admin fee / account holder

$40

$16,880-99.8%

$14,497-99.7%

$12,562-99.7%

COLLABORATIVE VALUE CONSULTING, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COLLABORATIVE VALUE CONSULTING, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion