How big is Counsel Trust Company's plan?

Counsel Trust Company's plan reported $4.9M in assets and 17 participants for 2024.

Original filing (PDF)20250701110809NAL0012078737001

Counsel Trust Company

Name: Counsel Trust Company — Counsel Trust Company 401(k), Form 5500 (2024)
Creator: Counsel Trust Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Counsel Trust Company 401(k) Plan

401(k) retirement plan · Counsel Trust Company's Counsel Trust Company 401(k) Plan held $4.9M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

David Dolan signed Counsel Trust Company's 2024 Form 5500 as plan administrator.

David Dolan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Counsel Trust Company's EIN is 26-0010549.

EIN 26-0010549

Plan number 001

Plan year 2024

ACK ID 20250701110809NAL0012078737001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Counsel Trust Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Counsel Trust Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COUNSEL TRUST COMPANY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score