Original filing (PDF)20250417220436NAL0002081409069

VALERI TREZISE, LICENSED MARRIAGE & FAMILY THERAPIST, INC.

Name: VALERI TREZISE, LICENSED MARRIAGE & FAMILY THERAPIST, INC. — VALERI TREZISE, LICENSED MARRIAGE & FAMILY THERAPIST, INC. 401(K) PLAN, Form 5500 (2024)
Creator: VALERI TREZISE, LICENSED MARRIAGE & FAMILY THERAPIST, INC.

Form 5500-SF

FILING_RECEIVED

VALERI TREZISE, LICENSED MARRIAGE & FAMILY THERAPIST, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$54K

Net assets (EOY)

$54K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VALERI TREZISE, LICENSED MARRIAGE & FAMILY THERAPIST, INC..

Plan sponsor

Name

VALERI TREZISE, LICENSED MARRIAGE & FAMILY THERAPIST, INC.

EIN

84-3608627

Address

3620 BIRCH STREET · SUITE 210 · NEWPORT BEACH, CA · 92660

Phone

(949) 528-4631

Industry

Outpatient Care Centers· Health Care & Social Assistancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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