Plan profile · 2023
THE COLLECTED GROUP COMPANY, LLC
THE COLLECTED GROUP COMPANY, LLC RETIREMENT PLAN · –
Sponsor contact
Address5301 S SANTA FE AVE, VERNON
State / ZIPCA 90058
Phone3232773900
EIN / Plan #954862188 / 001
Plan health
Assets (EOY)$7M
Participants173
Avg balance$42k
Employer contrib–
Distributions$732k
Red flags
Delinquent contribs$367k
Fidelity bond$500k
Bond adequate?yes
AuditorHOLTHOUSE CARLIN & VAN TRIGT LLP
Incumbent advisor(s) of record, who to displace
| Advisor | EIN | Comp earned |
|---|---|---|
| T. ROWE PRICE RPS, INC. | 521309931 | $1k |
| PIMCO FUNDS | 330629048 | $0 |
| FIDELITY | 042647786 | $0 |
| DIMENSIONAL FUNDS | 954470812 | $0 |
| COLUMBIA FUNDS | 930577450 | $0 |
| INVESCO | 264521338 | $0 |
| PRUDENTIAL JENNISON | 223703799 | $0 |
| EAGLEASSET | 593171014 | $0 |
| GOLDMAN SACHS FUNDS | 133575636 | $0 |