Plan Snapshot
- Plan Sponsor: Cocores Holdings, LLC Dba Ufinancial Group
- Sponsor EIN: 822487164
- Sponsor Address: 100 STERLING PARKWAY SUITE 307, MECHANICSBURG, PA, 17050
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $8.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 123 | $8.2M | $251,259 | $603,837 |
| 2023 | 112 | $7.4M | $239,108 | $532,895 |
| 2022 | 95 | $6.1M | $214,040 | $477,611 |
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 |
|---|---|---|---|---|
| SMITH ELLIOTT KEARNS & COMPANY LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH ELLIOTT KEARNS & COMPANY LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $37,824 | — | $37,824 | — | — |
| 2023 | $39,554 | $53 | $800 | — | — |
| 2022 | $38,642 | $25,896 | $9,721 | — | — |