Plan Snapshot
- Plan Sponsor: Core Natural Resources, INC.
- Sponsor EIN: 821954058
- Sponsor Address: 275 TECHNOLOGY DRIVE SUITE 101, CANONSBURG, PA, 153179565
- Plan Type: 401(k)
- Total Participants: 2,065
- Total Assets: $270.5M
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 | 2,065 | $270.5M | $13.2M | $18.2M |
| 2023 | 1,943 | $236.8M | $12.3M | $16.9M |
| 2022 | 1,802 | $192.1M | $20.6M | $14.4M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $183,752 | — | $183,752 |
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORD-KEEPER | $39,161 | — | $39,161 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $38,239 | — | $38,239 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $261,152
- Estimated Expense Ratio: 0.097% 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 | $261,152 | $38,239 | — | — | — |
| 2023 | $232,923 | — | — | — | — |
| 2022 | $188,242 | — | — | — | — |