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CORD FINANCIAL SERVICES, LLC

EIN 81-4140694-financial services-Latest filing 2024
Plans
1
Retirement
1
$6.7M assets
Welfare
0
Participants
84
1204 INDUSTRIAL BLVD - TEMPLE, TX 76504254-410-1028cordfinancial.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filing
#001ProfitSharing-$6.7M - 84 part

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Retirement#001

CORD FINANCIAL SERVICES 401(K) PLAN

ProfitSharing

Assets$6.7M
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CORD FINANCIAL SERVICES 401(K) PLANProfitSharing$6.7M842024
Retirement plans
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