How big is Core Leadership Institute's plan?

Core Leadership Institute's plan reported $2.4M in assets and 5 participants for 2024.

Original filing (PDF)20251009052832NAL0006533489001

Core Leadership Institute

Name: Core Leadership Institute — Core Leadership, Form 5500 (2024)
Creator: Core Leadership Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Core Leadership Institute 401(k) Plan

401(k) retirement plan · Core Leadership Institute's Core Leadership Institute 401(k) Plan held $2.4M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Celine McElvery signed Core Leadership Institute's 2024 Form 5500 as plan administrator.

Celine McElvery — 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 Leadership Institute's EIN is 20-0558842.

EIN 20-0558842

Plan number 002

Plan year 2024

ACK ID 20251009052832NAL0006533489001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Core Leadership Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Core Leadership Institute'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 LEADERSHIP INSTITUTE.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

CORE LEADERSHIP INSTITUTE

EIN

all filings

Address

PO BOX 12 · HARVARD, MA · 01451

Phone

(978) 707-5174

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator