79
46
Growth Score
-3 pts
Heat Score
14 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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365112
Core Documents has been providing free plan design consulting, as well as cost effective, IRS-compliant plan.
About the Company
Since 1997, Core Documents has been providing free plan design consulting, as well as cost effective, IRS-compliant plan documents to thousands of satisfied agents and employer groups nationwide. Plan Documents start at only $99, which is quickly recouped through employer payroll tax savings. Voluntary annual document maintenance services are also
available, starting at $79. With this service, employers are able to amend and restate existing plans as needed in order to maintain compliance with IRC, DOL and ERISA laws, as well as the Affordable Care Act (ObamaCare). In contrast, Core Documents’ competitors use an annual subscription service which requires their clients to pay for plan documents every year, whether changes are needed or not.
