· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
COUNSELING MATTERS COLORADO PL — COUNSELING MATTERS COLORADO, P 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251218120417NAL0011756130001
COUNSELING MATTERS COLORADO PL
Form 5500-SF
FILING_RECEIVED
COUNSELING MATTERS COLORADO, P 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
Late filing · 1.1 mo
Active participants
3
Accounts w/ balance
4
Plan assets (EOY)
$13K
Net assets (EOY)
$13K
Plan health score (directional)
88
/ 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
96
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
COUNSELING MATTERS COLORADO PL
.
Find decision makers
Plan sponsor
Name
COUNSELING MATTERS COLORADO PL
EIN
87-2573176
Address
2986 WALNUT AVE · GRAND JUNCTION, CO · 815045427
Phone
(970) 364-0210
Industry
Outpatient Care Centers
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-18
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
Related plans
Similar-size Outpatient Care Centers plans
MULHEARN REALTORS INC
MULHEARN REALTORS INC 401(K) PROFIT SHARING PLAN & TRUST
$13K · 2 participants
SPRINGBOARD COUNSELING SERVICES
SPRINGBOARD COUNSELING SERVICES LLC 401(K) PLAN
$13K · 4 participants
SPINAFX MEDICAL. INC.
SPINAFX MEDICAL. INC 401(K) PLAN
$13K · 1 participants
CARDIOMEDIX, INC
CARDIOMEDIX, INC 401K PLAN
$13K · 19 participants
ADVANCED NEURO CONNECTIONS INC
ADVANCED NEURO CONNECTIONS INC 401(K) PROFIT SHARING PLAN & TRU
100
Knocking points off
Filed 1.1 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$13K · 38 participants
TRISKELE
TRISKELE 401(K) PLAN
$13K · 3 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B
