How big is Core Wealth Management's plan?

Core Wealth Management's plan reported $6.2M in assets and 5 participants for 2025.

Original filing (PDF)20260506122649NAL0001925777001

Core Wealth Management

Name: Core Wealth Management — Core Wealth Management, Form 5500 (2025)
Creator: Core Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Core Wealth Management 401(k) Plan

401(k) retirement plan · Core Wealth Management's Core Wealth Management 401(k) Plan held $6.2M in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

Plan identifiers

Core Wealth Management's EIN is 68-0544141.

EIN 68-0544141

Plan number 001

Plan year 2025

ACK ID 20260506122649NAL0001925777001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Core Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Core Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CORE WEALTH MANAGEMENT.

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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