How big is Core Advisors, LLC's plan?

Core Advisors, LLC's plan reported $1.1M in assets and 5 participants for 2025.

Original filing (PDF)20260429103115NAL0006104995001

Core Advisors, LLC

Name: Core Advisors, LLC — Core Advisors, LLC 401(k) Plan, Form 5500 (2025)
Creator: Core Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Core Advisors, LLC 401(k) Plan

401(k) retirement plan · Core Advisors, LLC's Core Advisors, LLC 401(k) Plan held $1.1M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Walter Parenti signed Core Advisors, LLC's 2025 Form 5500 as plan administrator.

Walter Parenti — 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

Core Advisors, LLC's EIN is 81-1201594.

EIN 81-1201594

Plan number 001

Plan year 2025

ACK ID 20260429103115NAL0006104995001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Core Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 CORE ADVISORS, 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