How big is Companion LINC's plan?

Companion LINC's plan reported $189K in assets and 69 participants for 2024.

Original filing (PDF)20251009162301NAL0004092419001

Companion LINC

Name: Companion LINC — Companion LINC 401(k) Plan, Form 5500 (2024)
Creator: Companion LINC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Companion LINC 401(k) Plan

401(k) retirement plan · Companion LINC's Companion LINC 401(k) Plan held $189K in plan assets for 69 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$189K

Net assets (EOY)

$189K

People on this filing

Stephanie MOX signed Companion LINC's 2024 Form 5500 as plan administrator.

Stephanie MOX — 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

Companion LINC's EIN is 27-3194913.

EIN 27-3194913

Plan number 001

Plan year 2024

ACK ID 20251009162301NAL0004092419001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Companion LINC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

COMPANION LINC

EIN

all filings

Address

2750 BLUE WATER ROAD SUITE 275 · EAGAN, MN · 55121

Phone

(952) 666-2255

Industry

Health Care & Social Assistance

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

2025-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

Youth Crisis Center, Inc.

Youth Crisis Center, Inc. 403(b) Plan

$189K · 29 participants

Autism Society Central Virginia

Autism Society Central Virginia WHAT Benefit Plan

$189K · 8 participants

ZERO to Five Montana

Montana Retirement Choices Multiple Employer Plan Adopted by ZERO to Five Montana

$190K · 9 participants

Janus of Santa Cruz

Pension Benefit Plan

$190K · 7 participants

Christian Community Storehouse, Inc. DBA Community Storehouse

Community Storehouse 401(k) Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.