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COUNSELING COLLABORATIVE — COUNSELING COLLABORATIVE 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250728083747NAL0001710609001
COUNSELING COLLABORATIVE
Form 5500-SF
FILING_RECEIVED
COUNSELING COLLABORATIVE 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
2
Plan assets (EOY)
$747K
Net assets (EOY)
$747K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COUNSELING COLLABORATIVE
.
Find decision makers
Plan sponsor
Name
COUNSELING COLLABORATIVE
EIN
04-2591233
Address
57 BEDFORD ST · LEXINGTON, MA · 02420
Phone
(781) 861-1818
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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BYPASS ORTHOTICS & PROSTHETICS
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THE BRACE PLACE, INC.
THE BRACE PLACE, INC. 401(K) PROFIT SHARING PLAN
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BONAVISION EYE CENTER, P.C.
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IDAHO EAR CLINIC, PLLC
IDAHO EAR CLINIC 401(K) PLAN
65
Knocking points off
Only 33% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$749K · 8 participants
TIMOTHY G MCNALLY DO PC
TIMOTHY G MCNALLY DO PC 401K PROFIT SHARING PLAN & TRUST
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FIDELITY MANAGEMENT TRUST COMPANY
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$59.7B
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$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
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$46.7B
