How big is Corporate Plans & Services' plan?

Corporate Plans & Services' plan reported $646K in assets and 4 participants for 2024.

Original filing (PDF)20251013131851NAL0002059280001

Corporate Plans & Services

Name: Corporate Plans & Services — Corporate Plans &, Form 5500 (2024)
Creator: Corporate Plans & Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Corporate Plans & Services 401(k) Plan

401(k) retirement plan · Corporate Plans & Services' Corporate Plans & Services 401(k) Plan held $646K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$646K

Net assets (EOY)

$646K

People on this filing

AMY Millsaps signed Corporate Plans & Services' 2024 Form 5500 as plan administrator.

AMY Millsaps — 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

Corporate Plans & Services' EIN is 56-0990374.

EIN 56-0990374

Plan number 002

Plan year 2024

ACK ID 20251013131851NAL0002059280001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Corporate Plans & Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Corporate Plans & Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CORPORATE PLANS & SERVICES.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

CORPORATE PLANS & SERVICES

EIN

all filings

Address

219 WILLIAMSON RD., SUITE 1101 · MOORESVILLE, NC · 28117

Phone

(704) 235-6551

Industry

Finance & Insurance

Plan administrator