How big is Corwin & Company, PC's plan?

Corwin & Company, PC's plan reported $2.2M in assets and 3 participants for 2024.

Original filing (PDF)20250624112457NAL0016610530001

Corwin & Company, PC

Name: Corwin & Company, PC — Form 5500 (2024)
Creator: Corwin & Company, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Corwin & Company, PC held $2.2M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Matthew C Corwin signed Corwin & Company, PC's 2024 Form 5500 as plan administrator.

Matthew C Corwin — 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

Corwin & Company, PC's EIN is 42-1046003.

EIN 42-1046003

Plan number 001

Plan year 2024

ACK ID 20250624112457NAL0016610530001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Corwin & Company, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Corwin & Company, PC'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 CORWIN & COMPANY, PC.

Finding similar companies…

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 average account balance (96th percentile).

Plan sponsor

Name

CORWIN & COMPANY, PC

EIN

all filings

Address

7701 DOUGLAS AVE · URBANDALE, IA · 503223037

Phone

(515) 309-0215

Industry

CPA Offices· 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

2025-06-24

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 CPA Offices plans

Brantley Janson YOST & Ellison

Brantley Janson YOST & Ellison 401(k) Profit Sharing Plan

$2.2M · 30 participants

HDWK LLC

HDWK LLC 401(k) Plan

$2.2M · 15 participants

George Johnson and Company

George Johnson and Company 401(k) Profit Sharing Plan & Trust

$2.2M · 28 participants

Ebelhar Whitehead, PLLC

Ebelhar Whitehead, PLLC 401(k) P/S Plan

$2.2M · 12 participants

Orkin CPA, Inc.

ASO CPA Inc. 401(k) Plan

$2.2M · 3 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.