COLLABORATIVE RETIREMENT TRUST

[ EIN: 03-0500350 | Plan No. 001 ]

Form 5500 filing classifies COLLABORATIVE RETIREMENT TRUST as a 401(k) plan, sponsored by ACCAVALLO & COMPANY LLC. The plan is a Small Plan with 20 participants and total assets of $1,098,547 reported for the 2023 plan year.

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Plan Sponsor: ACCAVALLO & COMPANY LLC

Location: 1000 BRIDGEPORT AVENUE, SHELTON, CT 06484

EIN: 030500350

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 20

Total Assets: $1,098,547

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