How big is Core Financial Advisors, LLC's plan?

Core Financial Advisors, LLC's plan reported $1.6M in assets and 5 participants for 2024.

Original filing (PDF)20251009151823NAL0003696339001

Core Financial Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Core Financial Advisors 401(k)Profit Sharing Plan

401(k) retirement plan · Core Financial Advisors, LLC's Core Financial Advisors 401(k)Profit Sharing Plan held $1.6M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Core Financial Advisors, LLC's EIN is 33-0784539.

EIN 33-0784539

Plan number 001

Plan year 2024

ACK ID 20251009151823NAL0003696339001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Core Financial Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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