How big is CORD Financial Services, LLC's plan?

CORD Financial Services, LLC's plan reported $6.7M in assets and 83 participants for 2024.

Original filing (PDF)20250714081318NAL0000792897001

CORD Financial Services, LLC

Name: CORD Financial Services, LLC — CORD Financial, Form 5500 (2024)
Creator: CORD Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CORD Financial Services 401(k) Plan

Defined-contribution retirement plan · CORD Financial Services, LLC's CORD Financial Services 401(k) Plan held $6.7M in plan assets for 83 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

People on this filing

TATE Seideman signed CORD Financial Services, LLC's 2024 Form 5500 as plan administrator.

TATE Seideman — 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

CORD Financial Services, LLC's EIN is 81-4140694.

EIN 81-4140694

Plan number 001

Plan year 2024

ACK ID 20250714081318NAL0000792897001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CORD Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CORD Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CORD FINANCIAL SERVICES, 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

Knocking points off