How big is Cordis Financial, LLC's plan?

Cordis Financial, LLC's plan reported $1.3M in assets and 7 participants for 2025.

Original filing (PDF)20260513150324NAL0009328496001

Cordis Financial, LLC

Name: Cordis Financial, LLC — Cordis Financial 401(k) Plan, Form 5500 (2025)
Creator: Cordis Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cordis Financial 401(k) Plan

401(k) retirement plan · Cordis Financial, LLC's Cordis Financial 401(k) Plan held $1.3M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Ingrid Strauss signed Cordis Financial, LLC's 2025 Form 5500 as plan administrator.

Ingrid Strauss — 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

Cordis Financial, LLC's EIN is 47-4045427.

EIN 47-4045427

Plan number 001

Plan year 2025

ACK ID 20260513150324NAL0009328496001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Cordis Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Cordis Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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