401(k) retirement plan · Core Wealth Advisory's Core Wealth Advisory 401(k) Profit Sharing Plan held $255K in plan assets for 4 participants in 2025.
Active participants
4
Accounts w/ balance
4
Plan assets (EOY)
$255K
Net assets (EOY)
$255K
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
81
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 CORE WEALTH ADVISORY.
