How big is Special Needs Consultants, LLC's plan?

Special Needs Consultants, LLC's plan reported $85K in assets and 13 participants for 2025.

Original filing (PDF)20260430220855NAL0000475217049

Special Needs Consultants, LLC

Name: Special Needs Consultants, LLC — Special Needs, Form 5500 (2025)
Creator: Special Needs Consultants, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Special Needs Consultants, LLC 401(k) Plan

401(k) retirement plan · Special Needs Consultants, LLC's Special Needs Consultants, LLC 401(k) Plan held $85K in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$85K

Net assets (EOY)

$85K

Plan identifiers

Special Needs Consultants, LLC's EIN is 27-0217948.

EIN 27-0217948

Plan number 001

Plan year 2025

ACK ID 20260430220855NAL0000475217049

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Special Needs Consultants, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Special Needs Consultants, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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