How big is CORY Paeth, LLC's plan?

CORY Paeth, LLC's plan reported $5.2M in assets and 16 participants for 2024.

Original filing (PDF)20250611101343NAL0015655457001

CORY Paeth, LLC

Name: CORY Paeth, LLC — Paeth, LLC 401(k) Plan, Form 5500 (2024)
Creator: CORY Paeth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Paeth, LLC 401(k) Plan

401(k) retirement plan · CORY Paeth, LLC's Paeth, LLC 401(k) Plan held $5.2M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

People on this filing

Shirley Horner signed CORY Paeth, LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

CORY Paeth, LLC's EIN is 26-2819486.

EIN 26-2819486

Plan number 001

Plan year 2024

ACK ID 20250611101343NAL0015655457001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CORY Paeth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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.

Plan sponsor

Name

CORY PAETH, LLC

EIN

all filings

Address

742 N WELLS STREET · CHICAGO, IL · 60654

Phone

(312) 638-9811

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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