How big is Counterpart Inc.'s plan?

Counterpart Inc.'s plan reported $1.8M in assets and 52 participants for 2024.

Original filing (PDF)20250717153849NAL0000815760001

Counterpart Inc.

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

Form 5500-SF

FILING_RECEIVED

Counterpart 401(k) Plan

401(k) retirement plan · Counterpart Inc.'s Counterpart 401(k) Plan held $1.8M in plan assets for 52 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Marcus Bowie signed Counterpart Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Counterpart Inc.'s EIN is 36-4935825.

EIN 36-4935825

Plan number 001

Plan year 2024

ACK ID 20250717153849NAL0000815760001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Counterpart Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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

Knocking points off