Original filing (PDF)20240508133419NAL0025879907001

CORNING ADVISORS, INC.

Name: CORNING ADVISORS, INC. — CORNING ADVISORS, INC. CASH OR DEFERRED SAVINGS PLAN, Form 5500 (2023)
Creator: CORNING ADVISORS, INC.

Form 5500-SF

FILING_RECEIVED

CORNING ADVISORS, INC. CASH OR DEFERRED SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 CORNING ADVISORS, INC..

Plan sponsor

Name

CORNING ADVISORS, INC.

EIN

34-1054379

Address

127 PUBLIC SQUARE · SUITE 3535 · CLEVELAND, OH · 44114

Phone

(216) 241-6664

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-08

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

FRANK E. CLEGG, III DBA COLUMBUS FINANCIAL CONCEPTS

COLUMBUS FINANCIAL CONCEPTS 401(K) PLAN

$2.2M · 1 participants

EQ WEALTH ADVISORS

EQ WEALTH ADVISORS 401K PLAN

$2.2M · 5 participants

DGL FINANCIAL SERVICES, LLC

DGL FINANCIAL SERVICES 401(K) PLAN

$2.2M · 6 participants

MAGNOLIA WEALTH STRATEGIES

MAGNOLIA WEALTH STRATEGIES 401(K) PLAN

$2.2M · 15 participants

HYDE PARK CAPITAL ADVISORS, LLC

HYDE PARK CAPITAL ADVISORS, LLC PROFIT SHARING PLAN