How big is Counseling Partners, LLC's plan?

Counseling Partners, LLC's plan reported $560K in assets and 3 participants for 2024.

Original filing (PDF)20250708122752NAL0004656657001

Counseling Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Counseling Partners 401(k) Retirement Plan

401(k) retirement plan · Counseling Partners, LLC's Counseling Partners 401(k) Retirement Plan held $560K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$560K

Net assets (EOY)

$560K

People on this filing

Deborah MALM signed Counseling Partners, LLC's 2024 Form 5500 as plan administrator.

Deborah MALM — 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

Counseling Partners, LLC's EIN is 80-0874580.

EIN 80-0874580

Plan number 001

Plan year 2024

ACK ID 20250708122752NAL0004656657001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Counseling Partners, LLC's plan includes profit-sharing, 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 COUNSELING PARTNERS, 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