Original filing (PDF)20250723114506NAL0010203122001

CORSERV HOLDINGS, INC.

Name: CORSERV HOLDINGS, INC. — CORSERV HOLDINGS, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CORSERV HOLDINGS, INC.

Form 5500-SF

FILING_RECEIVED

CORSERV HOLDINGS, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORSERV HOLDINGS, INC..

Plan sponsor

Name

CORSERV HOLDINGS, INC.

EIN

30-0624702

Address

6120 POWERS FERRY ROAD, SUITE 120 · ATLANTA, GA · 30339

Phone

(404) 939-6934

Industry

Finance & Insurancesee all

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

2025-07-23

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

Related plans

Similar-size Finance & Insurance plans

MCVEAN TRADING AND INVESTMENTS, LLC

MCVEAN TRADING 401(K) PLAN AND TRUST

$8.4M · 30 participants

AG SOURCE INC.

AG SOURCE INC 401(K) PLAN

$7.9M · 16 participants

LACKAWANNA PRODUCTS, INC.

LACKAWANNA PRODUCTS INC. 401(K) PLAN

$8.8M · 68 participants

SECURE ENERGY SOLUTIONS LLC

SECURE ENERGY SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST

$7.5M · 36 participants

TRUE PRIVATE WEALTH ADVISORS, LLC

TRUE PRIVATE WEALTH ADVISORS, LLC 401(K) RETIREMENT PLAN