Original filing (PDF)20250819105122NAL0001109123001

CORPFOLIO MANAGEMENT GROUP, LLC

Name: CORPFOLIO MANAGEMENT GROUP, LLC — SHULTS INDUSTRIES 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: CORPFOLIO MANAGEMENT GROUP, LLC

Form 5500-SF

FILING_RECEIVED

SHULTS INDUSTRIES 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

127

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORPFOLIO MANAGEMENT GROUP, LLC.

Plan sponsor

Name

CORPFOLIO MANAGEMENT GROUP, LLC

EIN

82-3293527

Address

2200 SPACE PARK DRIVE, SUITE 310 · HOUSTON, TX · 77058

Phone

(281) 451-1500

Industry

Admin Support & Waste Mgmtsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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