How big is Coretrust Management, LP's plan?

Coretrust Management, LP's plan reported $6.5M in assets and 12 participants for 2025.

Original filing (PDF)20260423141827NAL0002587203001

Coretrust Management, LP

Name: Coretrust Management, LP — Coretrust Management, LP, Form 5500 (2025)
Creator: Coretrust Management, LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coretrust Management, LP 401(k) Profit Sharing Plan

401(k) retirement plan · Coretrust Management, LP's Coretrust Management, LP 401(k) Profit Sharing Plan held $6.5M in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

People on this filing

Megan Petri signed Coretrust Management, LP's 2025 Form 5500 as plan administrator.

Megan Petri — 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

Coretrust Management, LP's EIN is 32-0475371.

EIN 32-0475371

Plan number 001

Plan year 2025

ACK ID 20260423141827NAL0002587203001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Coretrust Management, LP'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 CORETRUST MANAGEMENT, LP.

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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 (97th percentile).

Plan sponsor

Name

CORETRUST MANAGEMENT, LP

EIN

all filings

Address

444 SOUTH FLOWER ST. · SUITE 600 · LOS ANGELES, CA · 90071

Phone

(213) 988-6057

Industry

Real Estate

Plan administrator