How big is Cornagie Wealth Management, LLC's plan?

Cornagie Wealth Management, LLC's plan reported $1.0M in assets and 2 participants for 2024.

Original filing (PDF)20260209083000NAL0001741906001

Cornagie Wealth Management, LLC

Name: Cornagie Wealth Management, LLC — Cornagie Wealth, Form 5500 (2024)
Creator: Cornagie Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cornagie Wealth Management 401(k) & Profit Sharing Plan

401(k) retirement plan · Cornagie Wealth Management, LLC's Cornagie Wealth Management 401(k) & Profit Sharing Plan held $1.0M in plan assets for 2 participants in 2024.

Signals · 2

Late filing · 2.8 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Donald Cornagie signed Cornagie Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Donald Cornagie — 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

Cornagie Wealth Management, LLC's EIN is 45-5373439.

EIN 45-5373439

Plan number 001

Plan year 2024

ACK ID 20260209083000NAL0001741906001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cornagie Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cornagie Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CORNAGIE WEALTH MANAGEMENT, 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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off