Original filing (PDF)20250428125146NAL0012258097001

CORPORATE PLANS RETIREMENT STRATEGIES, LLC

Name: CORPORATE PLANS RETIREMENT STRATEGIES, LLC — CORPORATE PLANS RETIREMENT STRATEGIES, LLC 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: CORPORATE PLANS RETIREMENT STRATEGIES, LLC

Form 5500-SF

FILING_RECEIVED

CORPORATE PLANS RETIREMENT STRATEGIES, LLC 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$434K

Net assets (EOY)

$434K

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 (85th percentile).

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.

Plan sponsor

Name

CORPORATE PLANS RETIREMENT STRATEGIES, LLC

EIN

61-1733328all filings

Address

80 BUSINESS PARK DRIVE · SUITE 207 · ARMONK, NY · 10504

Phone

(914) 227-9478

Industry

Finance & Insurancesee all

Plan administrator