Original filing (PDF)20250716123451NAL0004868320001

AUBURN WELLNESS, LLC DBA PERSPECTIVE COUNSELING

Name: AUBURN WELLNESS, LLC DBA PERSPECTIVE COUNSELING — PERSPECTIVE COUNSELING RETIREMENT PLAN, Form 5500 (2024)
Creator: AUBURN WELLNESS, LLC DBA PERSPECTIVE COUNSELING

Form 5500-SF

FILING_RECEIVED

PERSPECTIVE COUNSELING RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$127K

Net assets (EOY)

$127K

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 (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AUBURN WELLNESS, LLC DBA PERSPECTIVE COUNSELING.

Plan sponsor

Name

AUBURN WELLNESS, LLC DBA PERSPECTIVE COUNSELING

EIN

47-2226106

Address

2148 MOORES MILL ROAD, SUITE A · AUBURN, AL · 36830

Phone

(334) 329-6063

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator