Original filing (PDF)20251015101142NAL0008679346001

CORPOREX REALTY & INVESTMENT LLC

Name: CORPOREX REALTY & INVESTMENT LLC — CORPOREX FAMILY OF COMPANIES 401(K) PLAN, Form 5500 (2024)
Creator: CORPOREX REALTY & INVESTMENT LLC

Form 5500

FILING_RECEIVED

CORPOREX FAMILY OF COMPANIES 401(K) PLAN

401(k) retirement plan

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

1,153

Accounts w/ balance

594

Plan assets (EOY)

$30.8M

Net assets (EOY)

$30.8M

Plan health score

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 5K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (12th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).
Bottom-decile employer contributions per participant (8th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CORPOREX REALTY & INVESTMENT LLC

EIN

61-0670372

Address

100 EAST RIVERCENTER BOULEVARD SUIT · COVINGTON, KY · 41011

Phone

(859) 292-5531

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$65K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MCF ADVISORS LLC	—	COVINGTON, KY	INVESTMENT ADVISOR	$134K	—

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.