How big is Positive Outcomes, Inc.'s plan?

Positive Outcomes, Inc.'s plan reported $380K in assets and 381 participants for 2024.

Original filing (PDF)20251003123839NAL0000858083001

Positive Outcomes, Inc.

Name: Positive Outcomes, Inc. — Positive Outcomes 401(k), Form 5500 (2024)
Creator: Positive Outcomes, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Positive Outcomes 401(k) Plan

401(k) retirement plan · Positive Outcomes, Inc.'s Positive Outcomes 401(k) Plan held $380K in plan assets for 381 participants in 2024.

Signals · 1

No auditor on file

Active participants

381

Accounts w/ balance

Plan assets (EOY)

$380K

Net assets (EOY)

$380K

People on this filing

JC Trujillo signed Positive Outcomes, Inc.'s 2024 Form 5500 as plan administrator.

JC Trujillo — 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

Positive Outcomes, Inc.'s EIN is 85-0462683.

EIN 85-0462683

Plan number 001

Plan year 2024

ACK ID 20251003123839NAL0000858083001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Positive Outcomes, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Positive Outcomes, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POSITIVE OUTCOMES, INC..

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score