# Center For Organ Recovery & Education 401(k) Plan
Source: https://planprovider.pro/companies/center-for-organ-recovery-education-401k-plan

> Center For Organ Recovery & Education's 401(k) plan: 213 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Center For Organ Recovery & Education

- **Sponsor EIN:** 251332885

- **Sponsor Address:** 204 SIGMA DRIVE, PITTSBURGH, PA, 15238

- **Plan Type:** 401(k)

- **Total Participants:** 213

- **Total Assets:** $35.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|213|$35.3M|$1.9M|$1.2M|

| 2023|165|$28.9M|$1.6M|$1.0M|

| 2022|153|$23.3M|$1.5M|$908,856|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CAPITAL GROUP RETIREMENT PLAN SERVI|RECORDKEEPER|$20,805|—|$20,805|

| AVANTAX ADVISORY SERVICES INC D|INVESTMENT ADVISOR|$10,000|—|$10,000|

| STRATOS WEALTH ADVISORS LLC|INVESTMENT ADVISOR|$10,000|—|$10,000|

| EPSTEIN, TABOR AND SCHORR|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $40,805

- **Estimated Expense Ratio:** 0.116% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$41,206|$16,710|—|—|—|

| 2023|$35,959|$10,741|—|—|—|

| 2022|$33,960|$33,960|—|—|—|

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