Original filing (PDF)20250527100833NAL0005923585001

CORPORATE ADVISORY SOLUTIONS, LL

Name: CORPORATE ADVISORY SOLUTIONS, LL — CORPORATE ADVISORY SOLUTIONS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: CORPORATE ADVISORY SOLUTIONS, LL

Form 5500-SF

FILING_RECEIVED

CORPORATE ADVISORY SOLUTIONS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

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 CORPORATE ADVISORY SOLUTIONS, LL.

Plan sponsor

Name

CORPORATE ADVISORY SOLUTIONS, LL

EIN

46-2484497

Address

2001 MARKET STREET · SUITE 2500 · PHILADELPHIA, PA · 19103

Phone

(301) 404-5757

Industry

Finance & Insurancesee all

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

2025-05-27

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 Finance & Insurance plans

ALPHA FINANCIAL PARTNERS, LLC

AFP, LLC 401(K) PROFIT SHARING PLAN

$1.7M · 5 participants

ACRETRADER, INC.

ACRETRADER 401(K) PLAN

$1.7M · 53 participants

GSV ADVISORS LLC

GSV 401(K) PLAN

$1.7M · 29 participants

FWB FINANCIAL, INC.

FWB FINANCIAL, INC. 401(K) PLAN

$1.7M · 39 participants

POW INTERACTIVE HOLDINGS CORP.

POW INTERACTIVE HOLDINGS CORP. 401(K) PLAN

$1.7M · 35 participants