# Cocores Holdings, LLC Dba Ufinancial Group 401(k) Plan
Source: https://planprovider.pro/companies/cocores-holdings-llc-d-b-a-ufinanical-group-401k-plan

> Cocores Holdings, LLC Dba Ufinancial Group's 401(k) plan: 123 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/smith-elliott-kearns-and-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|—|—|

## Similar Plans

- [Berwind Corporation](https://planprovider.pro/companies/berwind-corporation-401k-plan) — 121 participants

- [Mainline Investment Partners, LLC](https://planprovider.pro/companies/mainline-investment-partners-llc-401k-plan) — 111 participants

- [Llr Management, LP](https://planprovider.pro/companies/llr-management-lp-401k-plan) — 108 participants

- [Graham Partners, INC.](https://planprovider.pro/companies/graham-partners-inc-401k-plan) — 101 participants

- [Americantcs Fiduciary Services, LLC](https://planprovider.pro/companies/americantcs-fiduciary-services-llc-401k-plan-035) — 101 participants

- [Mycio Wealth Partners LLC](https://planprovider.pro/companies/mycio-wealth-partners-llc-401k-plan) — 96 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cocores-holdings-llc-d-b-a-ufinanical-group-401k-plan)

© 2026 PlanProvider.Pro