How big is Coregrp, LLC's plan?

Coregrp, LLC's plan reported $817K in assets and 3 participants for 2024.

Original filing (PDF)20251009103923NAL0015809090001

Coregrp, LLC

Name: Coregrp, LLC — Coregrp, LLC Cash Balance Plan, Form 5500 (2024)
Creator: Coregrp, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coregrp, LLC Cash Balance Plan

Defined-benefit pension plan · Coregrp, LLC's Coregrp, LLC Cash Balance Plan held $817K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$817K

Net assets (EOY)

$817K

Plan identifiers

Coregrp, LLC's EIN is 58-2673305.

EIN 58-2673305

Plan number 002

Plan year 2024

ACK ID 20251009103923NAL0015809090001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Coregrp, LLC's plan includes a defined-benefit pension formula, a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

COREGRP, LLC

EIN

all filings

Address

160 FAIRVIEW AVENUE · SUITE 812, BOX 210 · HUDSON, NY · 12534

Phone

(845) 876-5109

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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