Original filing (PDF)20250416220923NAL0000285185073

LINEAGE COUNSELING, LLC

Name: LINEAGE COUNSELING, LLC — LINEAGE COUNSELING, LLC 401(K) PLAN, Form 5500 (2024)
Creator: LINEAGE COUNSELING, LLC

Form 5500-SF

FILING_RECEIVED

LINEAGE COUNSELING, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$143K

Net assets (EOY)

$143K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LINEAGE COUNSELING, LLC.

Plan sponsor

Name

LINEAGE COUNSELING, LLC

EIN

85-3345015

Address

4900 HIGHWAY 169 NORTH · SUITE 220 · NEW HOPE, MN · 55428

Phone

(612) 427-8197

Industry

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

2025-04-16

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

HARBEL COMMUNITY ORGANIZATION INC

$143K · 25 participants

PROGRESSIVE PSYCH SOLUTIONS

PROGRESSIVE PSYCH SOLUTIONS 401(K) PLAN

$142K · 3 participants

EVOLVED HEALTHCARE INC

EVOLVED 401K

$142K · 7 participants

MY PSYCHIATRY CLINIC, LLC

MY PSYCHIATRY CLINIC, LLC 401(K) PROFIT SHARING PLAN

$142K · 4 participants

GERALD J. MCKENNA, M.D., INC.

EMPLOYEE BENEFIT PLAN OF GERALD J. MCKENNA, M.D., INC. A PROFESSIONAL CORPORATION

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.