Original filing (PDF)20250716123451NAL0004868320001

Auburn Wellness, LLC DBA Perspective Counseling

Name: Auburn Wellness, LLC DBA Perspective Counseling — Form 5500 Plan 001 (2024)
Creator: Auburn Wellness, LLC DBA Perspective Counseling
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Perspective Counseling Retirement Plan

401(k) retirement plan · Auburn Wellness, LLC DBA Perspective Counseling's Perspective Counseling Retirement Plan held $127K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$127K

Net assets (EOY)

$127K

People on this filing

Ashley Jordan signed Auburn Wellness, LLC DBA Perspective Counseling's 2024 Form 5500 as plan administrator.

Ashley Jordan — 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

Auburn Wellness, LLC DBA Perspective Counseling's EIN is 47-2226106.

EIN 47-2226106

Plan number 001

Plan year 2024

ACK ID 20250716123451NAL0004868320001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Auburn Wellness, LLC DBA Perspective Counseling from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Auburn Wellness, LLC DBA Perspective Counseling'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 AUBURN WELLNESS, LLC DBA PERSPECTIVE COUNSELING.

Finding similar companies…

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).

Plan sponsor

Name

AUBURN WELLNESS, LLC DBA PERSPECTIVE COUNSELING

EIN

all filings

Address

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

Phone

(334) 329-6063

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator