Plan Snapshot
- Plan Sponsor: Cor Partners, INC.
- Sponsor EIN: 822227211
- Sponsor Address: 5565 GLENRIDGE CONNECTOR, SUITE 900, ATLANTA, GA, 30342
- Plan Type: 401(k)
- Total Participants: 1,422
- Total Assets: $134.0M
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 | 1,422 | $134.0M | $4.8M | $10.3M |
| 2023 | 1,312 | $109.9M | $4.2M | $9.2M |
| 2022 | 1,020 | $78.1M | $3.1M | $6.9M |
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 INS CO OF AMERICA | RECORDKEEPER | $135,066 | — | $135,066 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MANAGER | $65,517 | — | $65,517 |
| NORTHWESTERN MUTUAL WEALTH MGMT CO | INVESTMENT ADVISOR | $43,762 | — | $43,762 |
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $244,345
- Estimated Expense Ratio: 0.182% 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 | $260,783 | $109,279 | — | — | — |
| 2023 | $204,703 | $82,705 | $14,645 | — | — |
| 2022 | $180,091 | — | $180,091 | — | — |