How big is Core Group Business Management, Inc.'s plan?

Core Group Business Management, Inc.'s plan reported $1.2M in assets and 187 participants for 2025.

Original filing (PDF)20260331210856NAL0000889104001

Core Group Business Management, Inc.

Name: Core Group Business Management, Inc. — Core Group, Form 5500 (2025)
Creator: Core Group Business Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Core Group Business Management, Inc. 401(k) Plan

401(k) retirement plan · Core Group Business Management, Inc.'s Core Group Business Management, Inc. 401(k) Plan held $1.2M in plan assets for 187 participants in 2025.

Signals · 1

No auditor on file

Active participants

187

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Core Group Business Management, Inc.'s EIN is 83-2724537.

EIN 83-2724537

Plan number 001

Plan year 2025

ACK ID 20260331210856NAL0000889104001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Core Group Business Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Core Group Business Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CORE GROUP BUSINESS MANAGEMENT, INC..

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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 (3rd percentile).

Helping the score