How big is Core Management Services, LLC's plan?

Core Management Services, LLC's plan reported $8.5M in assets and 134 participants for 2025.

Original filing (PDF)20260424145335NAL0003241363001

Core Management Services, LLC

Name: Core Management Services, LLC — Core Maione Services, Form 5500 (2025)
Creator: Core Management Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Core Maione Services 401(k) Plan and Trust

401(k) retirement plan · Core Management Services, LLC's Core Maione Services 401(k) Plan and Trust held $8.5M in plan assets for 134 participants in 2025.

Signals · 1

No auditor on file

Active participants

134

Accounts w/ balance

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

People on this filing

Steven Thomas signed Core Management Services, LLC's 2025 Form 5500 as plan administrator.

Steven Thomas — 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

Core Management Services, LLC's EIN is 16-1488462.

EIN 16-1488462

Plan number 001

Plan year 2025

ACK ID 20260424145335NAL0003241363001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Core Management Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Core Management Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CORE MANAGEMENT SERVICES, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score