How big is Counsel Advisors Inc.'s plan?

Counsel Advisors Inc.'s plan reported $300K in assets and 4 participants for 2024.

Original filing (PDF)20250523083858NAL0010079986001

Counsel Advisors Inc.

Name: Counsel Advisors Inc. — Counsel Advisors Inc. Cash, Form 5500 (2024)
Creator: Counsel Advisors Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Counsel Advisors Inc. Cash Balance Plan

Defined-benefit pension plan · Counsel Advisors Inc.'s Counsel Advisors Inc. Cash Balance Plan held $300K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$300K

Net assets (EOY)

$300K

People on this filing

Neal Schelberg signed Counsel Advisors Inc.'s 2024 Form 5500 as plan administrator.

Neal Schelberg — 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

Counsel Advisors Inc.'s EIN is 93-2423182.

EIN 93-2423182

Plan number 002

Plan year 2024

ACK ID 20250523083858NAL0010079986001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Counsel Advisors Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score