Original filing (PDF)20250714081318NAL0000792897001

CORD FINANCIAL SERVICES, LLC

Name: CORD FINANCIAL SERVICES, LLC — CORD FINANCIAL SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: CORD FINANCIAL SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

CORD FINANCIAL SERVICES 401(K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORD FINANCIAL SERVICES, LLC.

Plan sponsor

Name

CORD FINANCIAL SERVICES, LLC

EIN

81-4140694

Address

1204 INDUSTRIAL BLVD · TEMPLE, TX · 76504

Phone

(254) 410-1028

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-11-01

Tax period

2024-12-31

Filed

2025-07-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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