Original filing (PDF)20250425162900NAL0019053026001

CORDOBA ADVISORY PARTNERS, LLC

Name: CORDOBA ADVISORY PARTNERS, LLC — CORDOBA ADVISORY PARTNERS 401(K) PLAN, Form 5500 (2024)
Creator: CORDOBA ADVISORY PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

CORDOBA ADVISORY PARTNERS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$760K

Net assets (EOY)

$760K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

CORDOBA ADVISORY PARTNERS, LLC

EIN

87-1586927all filings

Address

488 MADISON AVE · 24TH FLOOR · NEW YORK, NY · 10022

Phone

(917) 746-4806

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

ISLET MANAGEMENT LP

ISLET MANAGEMENT LP 401(K) RETIREMENT PLAN

$760K · 7 participants

LIONS INVESTMENT & TRADING INC.

LIONS FLOOR 401(K) PLAN

$759K · 87 participants

THIRD COAST CAPITAL ADVISORS, LLC

THIRD COAST CAPITAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN

$760K · 6 participants

MICHIGAN PENSION & FINANCIAL, INC.

MICHIGAN PENSION & FINANCIAL, INC. CASH BALANCE PLAN

$760K · 9 participants

BWCM LLC

BWCM LLC 401(K) PROFIT SHARING PLAN & TRUST

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.