Original filing (PDF)20250923170001NAL0006669729001

CORNER CAPITAL PARTNERS, LLC

Name: CORNER CAPITAL PARTNERS, LLC — CORNER CAPITAL PARTNERS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: CORNER CAPITAL PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

CORNER CAPITAL PARTNERS, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$676K

Net assets (EOY)

$676K

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 (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CORNER CAPITAL PARTNERS, LLC.

Plan sponsor

Name

CORNER CAPITAL PARTNERS, LLC

EIN

47-3423081

Address

1021 LAKESHORE DR. · SPICEWOOD, TX · 786691603

Phone

(805) 965-5570

Industry

Finance & Insurancesee all

Plan administrator

Name

SANTA BARBARA PENSION CONSULTANTS, INC.

EIN

77-0307834

City

SANTA BARBARA, CA

Phone

(805) 568-3814

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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