Original filing (PDF)20251008091616NAL0003151747001

HEATHER LORTIE LCSW PLLC DBA THE COLLABORATIVE

Name: HEATHER LORTIE LCSW PLLC DBA THE COLLABORATIVE — HEATHER LORTIE LCSW PLLC DBA THE COLLABORATIVE 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: HEATHER LORTIE LCSW PLLC DBA THE COLLABORATIVE

Form 5500-SF

FILING_RECEIVED

HEATHER LORTIE LCSW PLLC DBA THE COLLABORATIVE 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$677K

Net assets (EOY)

$677K

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 average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEATHER LORTIE LCSW PLLC DBA THE COLLABORATIVE.

Plan sponsor

Name

HEATHER LORTIE LCSW PLLC DBA THE COLLABORATIVE

EIN

83-3730959

Address

4 WASHINGTON SQUARE VILLAGE #1P · NEW YORK, NY · 10012

Phone

(917) 748-5340

Industry

Health Care & Social Assistancesee all

Plan administrator