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Original filing (PDF)20250415085556NAL0003153585001
BOOTHEEL COUNSELING SERVICES, INC.
Form 5500
FILING_RECEIVED
BOOTHEEL COUNSELING SERVICES RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
132
Accounts w/ balance
161
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
How this plan invests
This plan
7 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOOTHEEL COUNSELING SERVICES, INC..
Plan sponsor
Name
BOOTHEEL COUNSELING SERVICES, INC.
EIN
43-1067515
Address
760 PLANTATION BLVD. · SIKESTON, MO · 638011043
Phone
(573) 471-0800
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS PLUS | — | ST. LOUIS, MO | TPA | $2K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STADION MONEY MANAGEMENT | 58-2099805 | — | SERVICE PROVIDER | $15K | — |
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $13K | — |
Investments
7 pooled funds· $4.5M(85% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 35-0472300 / PN 402 | Pooled Separate Account | $1.9M | 35.7% |
| LNL SATM STADION MANAGED MODERATE LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 35-0472300 / PN 706 | Pooled Separate Account | $1.3M | 25.0% |
| LNL SATB STADION MANAGED BALANCED LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 35-0472300 / PN 722 | Pooled Separate Account | $586K | 11.0% |
| LNL SATG STADION MANAGED GROWTH LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 35-0472300 / PN 707 | Pooled Separate Account | $451K | 8.5% |
| LNL SATT STADION MANAGED MAX GROWTH LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 35-0472300 / PN 724 | Pooled Separate Account | $114K | 2.2% |
| LNL SATC STADION MANAGED CONSERVATI LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 35-0472300 / PN 705 | Pooled Separate Account | $100K | 1.9% |
| LNL SATP STADION MANAGED CAPITAL PR LINCOLN NATIONAL LIFE INSURANCE COMPANY · EIN 35-0472300 / PN 723 | Pooled Separate Account | $20K | 0.4% |
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