How big is LISA S Kovitch's plan?

LISA S Kovitch's plan reported $31K in assets and 13 participants for 2025.

Original filing (PDF)20260406220223NAL0009897315040

LISA S Kovitch

Name: LISA S Kovitch — Creative Behavior Consulting 401(k), Form 5500 (2025)
Creator: LISA S Kovitch
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Creative Behavior Consulting 401(k) Plan

401(k) retirement plan · LISA S Kovitch's Creative Behavior Consulting 401(k) Plan held $31K in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$31K

Net assets (EOY)

$31K

Plan identifiers

LISA S Kovitch's EIN is 46-5457420.

EIN 46-5457420

Plan number 001

Plan year 2025

ACK ID 20260406220223NAL0009897315040

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for LISA S Kovitch from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

LISA S Kovitch'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

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

LISA S KOVITCH

EIN

all filings

Address

750 HAMMOND DRIVE · BLDG 18, SUITE 150 · SANDY SPRINGS, GA · 30328

Phone

(570) 982-9436

Industry

Health Care & Social Assistance

Plan administrator