INSIGHTFUL MATTERS FAMILY COUNSELING PROFESSIONALS — INSIGHTFUL MATTERS FAMILY COUNSELING PROFESSIONALS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
INSIGHTFUL MATTERS FAMILY COUNSELING PROFESSIONALS
Form 5500-SF
FILING_RECEIVED
INSIGHTFUL MATTERS FAMILY COUNSELING PROFESSIONALS 401(K) PLAN
401(k) retirement plan
Active participants
29
Accounts w/ balance
42
Plan assets (EOY)
$261K
Net assets (EOY)
$261K
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
66
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 (86th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INSIGHTFUL MATTERS FAMILY COUNSELING PROFESSIONALS.
Plan sponsor
Name
INSIGHTFUL MATTERS FAMILY COUNSELING PROFESSIONALS
EIN
81-4091538
Address
17111 BEACH BLVD · SUITE 205 · HUNTINGTON BEACH, CA · 92647
