Plan Snapshot
- Plan Sponsor: Core Natural Resources, INC.
- Sponsor EIN: 821954058
- Sponsor Address: 275 TECHNOLOGY DR STE 101, CANONSBURG, PA, 153179565
- Plan Type: DB
- Total Participants: 854
- Total Assets: $511.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 854 | $511.5M | $0 | $0 |
| 2023 | 911 | $549.6M | $0 | $0 |
| 2022 | 972 | $540.2M | $0 | $0 |
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 |
|---|---|---|---|---|
| MERCER INVESTMENT MANAGEMENT | NONE | $1,145,643 | — | $1,145,643 |
| THE NORTHERN TRUST COMPANY | NONE | $185,604 | — | $185,604 |
| TELUS HEALTH | NONE | $57,000 | — | $57,000 |
| BILKEYKATZ INVESTMENT CONSULTANTS | NONE | $20,000 | — | $20,000 |
| MERCER | AFFILIATE OF INV. MANAGER | $15,725 | — | $15,725 |
| DARWILL, INC. | NONE | $9,806 | — | $9,806 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERCER — AFFILIATE OF INV. MANAGER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,433,778
- Estimated Expense Ratio: 0.280% 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 | $2,219,081 | $1,165,643 | — | — | — |
| 2023 | $2,233,224 | $1,203,158 | — | — | — |
| 2022 | $2,196,205 | $1,393,232 | — | — | $94,344 |