Original filing (PDF)20260225220215NAL0003629425012

Regal Oak Counseling, LLC

Name: Regal Oak Counseling, LLC — Regal Oak Counseling, Form 5500 (2025)
Creator: Regal Oak Counseling, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Regal Oak Counseling, LLC 401(k) Plan

401(k) retirement plan · Regal Oak Counseling, LLC's Regal Oak Counseling, LLC 401(k) Plan filed a Form 5500 for plan year 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Regal Oak Counseling, LLC's EIN is 47-4361158.

EIN 47-4361158

Plan number 001

Plan year 2025

ACK ID 20260225220215NAL0003629425012

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Regal Oak Counseling, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Regal Oak Counseling, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

REGAL OAK COUNSELING, LLC

EIN

all filings

Address

1285 N MAIN ST #101-5 · MANSFIELD, TX · 76063

Phone

(682) 651-7621

Industry

Health Care & Social Assistance

Plan administrator

Name

ACCRUE 401K, INC.

EIN

39-4234112

City

BURLINGAME, CA

Phone

(888) 294-0388

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-09-28

Filed

2026-02-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

Limitless Life Counseling, LLC

Limitless 401(k) Plan

Covenant Psychological and Consulting Services, Inc.

Covenant Psychological and Consulting Services, Inc. OSMA Benefit Plan

Colorado Family Counseling Center

Colorado Family Counseling Center 401(k) Plan

Core Counseling Services, Inc.

Core Counseling Services, Inc. 401(k) Profit Sharing Plan & Trust

Shift Your Journey Mental Health Counseling, PLLC

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.