Original filing (PDF)20260514150734NAL0010527168001

Corporate Partners & Co. LLC

Name: Corporate Partners & Co. LLC — Corporate Partners &, Form 5500 (2025)
Creator: Corporate Partners & Co. LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Corporate Partners & Co. LLC 401(k) Plan

401(k) retirement plan · Corporate Partners & Co. LLC's Corporate Partners & Co. LLC 401(k) Plan filed a Form 5500 for plan year 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Jonathan Kagan signed Corporate Partners & Co. LLC's 2025 Form 5500 as plan administrator.

Jonathan Kagan — 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 Partners & Co. LLC's EIN is 80-0928427.

EIN 80-0928427

Plan number 001

Plan year 2025

ACK ID 20260514150734NAL0010527168001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Corporate Partners & Co. LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Corporate Partners & Co. LLC'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 CORPORATE PARTNERS & CO. 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score