Sponsor portfolio
CORPORATE PLANS & SERVICES
EIN 56-0990374Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$735K assets
Welfare
0
Participants
6
219 WILLIAMSON RD., SUITE 1102 - MOORESVILLE, NC 28117704-235-6551corplans.comLinkedIn1-10 employees
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CORPORATE PLANS & SERVICES 401(K) PLAN | 401k | $735K | 6 | 2025 |
Retirement plans