How big is Helfrich Chiropractic Laguna Niguel PC's plan?

Helfrich Chiropractic Laguna Niguel PC's plan covered 5 participants for 2024.

Original filing (PDF)20250717215341NAL0000478691001

Helfrich Chiropractic Laguna Niguel PC

Name: Helfrich Chiropractic Laguna Niguel PC — Form 5500 Plan 001 (2024)
Creator: Helfrich Chiropractic Laguna Niguel PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Collaborative Retirement Trust

401(k) retirement plan · Helfrich Chiropractic Laguna Niguel PC's Collaborative Retirement Trust covered 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Helfrich Chiropractic Laguna Niguel PC's EIN is 99-1765195.

EIN 99-1765195

Plan number 001

Plan year 2024

ACK ID 20250717215341NAL0000478691001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Helfrich Chiropractic Laguna Niguel PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Helfrich Chiropractic Laguna Niguel PC's plan includes ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HELFRICH CHIROPRACTIC LAGUNA NIGUEL PC.

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

HELFRICH CHIROPRACTIC LAGUNA NIGUEL PC

EIN

all filings

Address

30301 GOLDEN LANTERN · SUITE C · LAGUNA NIGUEL, CA · 92677

Phone

(949) 994-9905

Industry

Health Care & Social Assistance

Plan administrator

Name

COLLABORATIVE OFFICE SERVICES, LLC

EIN

84-3755476

City

RENO, NV

Phone

(203) 622-2000

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2024-12-31

Filed

2025-07-17

Pension benefit codes

2F · ERISA section 404(c)

2J · 401(k) feature

2G · Total participant-directed accounts

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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