Defined-contribution retirement plan · Cornucopia Capital LLC's Katir Advisors, Inc. Target Benefit Pension Plan held $235K in plan assets for 1 participants in 2024.
Signals · 1
High average account balance
Active participants
1
Accounts w/ balance
2
Plan assets (EOY)
$235K
Net assets (EOY)
$235K
Plan identifiers
Cornucopia Capital LLC's EIN is 68-0089134.
EIN 68-0089134
Plan number 001
Plan year 2024
ACK ID 20251012160355NAL0000915986001
Official Form 5500 document
Download the official 2024 Form 5500 (PDF) for Cornucopia Capital LLC from the U.S. Department of Labor's EFAST2 system.
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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
95
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).