Original filing (PDF)20231220102513NAL0000940419001

KORE PRIVATE WEALTH LLC

Name: KORE PRIVATE WEALTH LLC — KORE PRIVATE WEALTH LLC CASH BALANCE PLAN, Form 5500 (2022)
Creator: KORE PRIVATE WEALTH LLC

Form 5500-SF

FILING_RECEIVED

KORE PRIVATE WEALTH LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KORE PRIVATE WEALTH LLC.

Plan sponsor

Name

KORE PRIVATE WEALTH LLC

EIN

82-3661467all filings

Address

330 MADISON AVE. 29TH FLOOR · NEW YORK, NY · 10017

Phone

(212) 321-4220

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-10-12

Filed

2023-12-20

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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