How big is Councilmark Asset Management, LLC's plan?

Councilmark Asset Management, LLC's plan reported $1.7M in assets and 2 participants for 2024.

Original filing (PDF)20250905102324NAL0010293315001

Councilmark Asset Management, LLC

Name: Councilmark Asset Management, LLC — Councilmark, Form 5500 (2024)
Creator: Councilmark Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Councilmark Asset Management, LLC 401(k) Plan

401(k) retirement plan · Councilmark Asset Management, LLC's Councilmark Asset Management, LLC 401(k) Plan held $1.7M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Councilmark Asset Management, LLC's EIN is 62-1796397.

EIN 62-1796397

Plan number 001

Plan year 2024

ACK ID 20250905102324NAL0010293315001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Councilmark Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Councilmark Asset Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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