How big is Core X Partners LLC's plan?

Core X Partners LLC's plan reported $7.1M in assets and 294 participants for 2024.

Original filing (PDF)20251014210311NAL0003608881001

Core X Partners LLC

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

Form 5500-SF

FILING_RECEIVED

Core X Group 401(k) Plan

401(k) retirement plan · Core X Partners LLC's Core X Group 401(k) Plan held $7.1M in plan assets for 294 participants in 2024.

Signals · 1

No auditor on file

Active participants

294

Accounts w/ balance

189

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

Plan identifiers

Core X Partners LLC's EIN is 85-2497082.

EIN 85-2497082

Plan number 001

Plan year 2024

ACK ID 20251014210311NAL0003608881001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Core X Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 (10th percentile).

Helping the score