How big is Corpfolio Management Group, LLC's plan?

Corpfolio Management Group, LLC's plan reported $4.9M in assets and 127 participants for 2024.

Original filing (PDF)20250819105122NAL0001109123001

Corpfolio Management Group, LLC

Name: Corpfolio Management Group, LLC — Shults Industries, Form 5500 (2024)
Creator: Corpfolio Management Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shults Industries 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Corpfolio Management Group, LLC's Shults Industries 401(k) Profit Sharing Plan and Trust held $4.9M in plan assets for 127 participants in 2024.

Signals · 1

No auditor on file

Active participants

127

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

People on this filing

Thomas Shults signed Corpfolio Management Group, LLC's 2024 Form 5500 as plan administrator.

Thomas Shults — 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

Corpfolio Management Group, LLC's EIN is 82-3293527.

EIN 82-3293527

Plan number 001

Plan year 2024

ACK ID 20250819105122NAL0001109123001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Corpfolio Management Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Corpfolio Management Group, 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 CORPFOLIO MANAGEMENT GROUP, LLC.

Finding similar companies…

Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score