Original filing (PDF)20240520220120NAL0002159361082

CORREA, PEARSON AND ASSOCIATES, LLC

Name: CORREA, PEARSON AND ASSOCIATES, LLC — CORREA, PEARSON AND ASSOCIATES 401(K) PLAN, Form 5500 (2023)
Creator: CORREA, PEARSON AND ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

CORREA, PEARSON AND ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$16K

Net assets (EOY)

$16K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CORREA, PEARSON AND ASSOCIATES, LLC.

Plan sponsor

Name

CORREA, PEARSON AND ASSOCIATES, LLC

EIN

83-1927032all filings

Address

768 HOLLY SPRINGS DR · CONROE, TX · 77302

Phone

(281) 210-2450

Industry

Professional & Technical Servicessee all

Plan administrator