Coriolis Investment Group INC 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Coriolis Investment Group INC
  • Sponsor EIN: 453159912
  • Sponsor Address: 1776 MENTOR AVE #271, CINCINNATI, OH, 45212
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 3
  • Total Assets: $377,151

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20253$377,151$0$0
20244$436,383$6,280$9,304
20233$373,930$5,092$6,789
20223$347,194$1,392$1,855

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