Original filing (PDF)20250327132214NAL0017353297001

INTERA COUNSELING AND WELLNESS, LLC

Name: INTERA COUNSELING AND WELLNESS, LLC — INTERA COUNSELING AND WELLNESS, LLC SOCA BENEFIT PLAN, Form 5500 (2023)
Creator: INTERA COUNSELING AND WELLNESS, LLC

Form 5500-SF

FILING_RECEIVED

INTERA COUNSELING AND WELLNESS, LLC SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$754

Net assets (EOY)

$232

Plan health score (directional)

—

/ 100

Limited data

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERA COUNSELING AND WELLNESS, LLC.

Plan sponsor

Name