401k Plan data: COLLABORATIVE RETIREMENT TRUST plan

COLLABORATIVE RETIREMENT TRUST 401k Plan overview

Plan Name	COLLABORATIVE RETIREMENT TRUST
Plan identification number	001

COLLABORATIVE RETIREMENT TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PENROSE MANAGEMENT, LLC, DBA BLUE RIBBON DISPOSAL has sponsored the creation of one or more 401k plans.

Company Name: PENROSE MANAGEMENT, LLC, DBA BLUE RIBBON DISPOSAL

Employer identification number (EIN): 822184094

NAIC Classification: 531310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLLABORATIVE RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-05-17

Potentially related plans

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Company Name:	PENROSE MANAGEMENT, LLC, DBA BLUE RIBBON DISPOSAL
Employer identification number (EIN):	822184094
NAIC Classification:	531310