Original filing (PDF)20250505091446NAL0012353536001

CORPUS CHRISTI FINANCIAL GROUP, LLC

Name: CORPUS CHRISTI FINANCIAL GROUP, LLC — CORPUS CHRISTI FINANCIAL GROUP LLC 401K PSP, Form 5500 (2024)
Creator: CORPUS CHRISTI FINANCIAL GROUP, LLC

Form 5500-SF

FILING_RECEIVED

CORPUS CHRISTI FINANCIAL GROUP LLC 401K PSP

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$978K

Net assets (EOY)

$978K

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 (94th percentile).

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.

Plan sponsor

Name

CORPUS CHRISTI FINANCIAL GROUP, LLC

EIN

46-3686770all filings

Address

6210 WOOLDRIDGE RD · CORPUS CHRISTI, TX · 78414

Phone

(361) 882-8700

Industry

Finance & Insurancesee all

Plan administrator