How big is Core Equity Partners I, LLC's plan?

Core Equity Partners I, LLC's plan reported $370K in assets and 7 participants for 2024.

Original filing (PDF)20251001105110NAL0015961504001

Core Equity Partners I, LLC

Name: Core Equity Partners I, LLC — Core Equity Partners I, Form 5500 (2024)
Creator: Core Equity Partners I, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Core Equity Partners I 401(k) Plan

401(k) retirement plan · Core Equity Partners I, LLC's Core Equity Partners I 401(k) Plan held $370K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$370K

Net assets (EOY)

$370K

People on this filing

DREW Angel signed Core Equity Partners I, LLC's 2024 Form 5500 as plan administrator.

DREW Angel — 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

Core Equity Partners I, LLC's EIN is 83-2940479.

EIN 83-2940479

Plan number 001

Plan year 2024

ACK ID 20251001105110NAL0015961504001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Core Equity Partners I, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Core Equity Partners I, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CORE EQUITY PARTNERS I, LLC.

Finding similar companies…

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