How big is Corporate Plans Retirement Strategies, LLC's plan?

Corporate Plans Retirement Strategies, LLC's plan reported $916K in assets and 6 participants for 2025.

Original filing (PDF)20260331131904NAL0000165619002

Corporate Plans Retirement Strategies, LLC

Name: Corporate Plans Retirement Strategies, LLC — Form 5500 Plan 001 (2025)
Creator: Corporate Plans Retirement Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Corporate Plans Retirement Strategies, LLC 401(k) Retirement Plan

401(k) retirement plan · Corporate Plans Retirement Strategies, LLC's Corporate Plans Retirement Strategies, LLC 401(k) Retirement Plan held $916K in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$916K

Net assets (EOY)

$916K

People on this filing

LORI Oliva signed Corporate Plans Retirement Strategies, LLC's 2025 Form 5500 as plan administrator.

LORI Oliva — 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 Retirement Strategies, LLC's EIN is 61-1733328.

EIN 61-1733328

Plan number 001

Plan year 2025

ACK ID 20260331131904NAL0000165619002

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Corporate Plans Retirement Strategies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Corporate Plans Retirement Strategies, LLC's plan includes profit-sharing, 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 RETIREMENT STRATEGIES, 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