How big is Corpus Christi Financial Group, LLC's plan?

Corpus Christi Financial Group, LLC's plan reported $978K in assets and 5 participants for 2024.

Original filing (PDF)20250505091446NAL0012353536001

Corpus Christi Financial Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Corpus Christi Financial Group LLC 401(k) PSP

401(k) retirement plan · Corpus Christi Financial Group, LLC's Corpus Christi Financial Group LLC 401(k) PSP held $978K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$978K

Net assets (EOY)

$978K

People on this filing

CORY Summers signed Corpus Christi Financial Group, LLC's 2024 Form 5500 as plan administrator.

CORY Summers — 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

Corpus Christi Financial Group, LLC's EIN is 46-3686770.

EIN 46-3686770

Plan number 001

Plan year 2024

ACK ID 20250505091446NAL0012353536001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Corpus Christi Financial Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CORPUS CHRISTI FINANCIAL GROUP, 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