Core Equity Partners I, LLC 401(k) Plan

The Core Equity Partners I, LLC 401(k) on its latest Form 5500

Core Equity Partners I, LLC (EIN 83-2940479) reports CORE EQUITY PARTNERS I 401(K) PLAN on its most recent Form 5500, with $370K in plan assets across 7 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Core Equity Partners I, LLC filing — schedules, fees, and providers.

Who runs the Core Equity Partners I, LLC 401(k)?

Core Equity Partners I, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Core Equity Partners I, LLCHR for the recordkeeper’s name and login.

How to check your Core Equity Partners I, LLC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Core Equity Partners I, LLC HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).