Original filing (PDF)20240711073055NAL0015858945001

CORRELATE CONSULTING, LLC

Name: CORRELATE CONSULTING, LLC — CORRELATE CONSULTING 401(K) PLAN, Form 5500 (2023)
Creator: CORRELATE CONSULTING, LLC

Form 5500-SF

FILING_RECEIVED

CORRELATE CONSULTING 401(K) PLAN

401(k) retirement 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

100

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 CORRELATE CONSULTING, LLC.

Plan sponsor

Name

CORRELATE CONSULTING, LLC

EIN

84-4421446all filings

Address

7140 WINTERBEK AVENUE · NEW ALBANY, OH · 430549093

Phone

(614) 844-5922

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-02-01

Filed

2024-07-11

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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