How big is Corcoli Group, LLC's plan?

Corcoli Group, LLC's plan reported $292K in assets and 5 participants for 2024.

Original filing (PDF)20251015063752NAL0003924545001

Corcoli Group, LLC

Name: Corcoli Group, LLC — Corcoli Group, LLC 401(k), Form 5500 (2024)
Creator: Corcoli Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Corcoli Group, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Corcoli Group, LLC's Corcoli Group, LLC 401(k) Profit Sharing Plan and Trust held $292K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$292K

Net assets (EOY)

$292K

Plan identifiers

Corcoli Group, LLC's EIN is 85-1037695.

EIN 85-1037695

Plan number 001

Plan year 2024

ACK ID 20251015063752NAL0003924545001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Corcoli Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Corcoli Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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