Plan Snapshot
- Plan Sponsor: Cora Health Services, INC.
- Sponsor EIN: 341853567
- Sponsor Address: PO BOX 150, LIMA, OH, 458020150
- Plan Type: 401(k)
- Total Participants: 1,714
- Total Assets: $36.4M
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 | 1,714 | $36.4M | $1,756 | $4.2M |
| 2023 | 1,814 | $32.4M | $0 | $3.6M |
| 2022 | 1,282 | $29.3M | $739,796 | $3.2M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $194,926 | — | $194,926 |
| ASCENSUS | CONTRACT ADMINISTRATOR | $102,504 | $1,741 | $104,245 |
| WILLIAM VAUGHAN COMPANY | ACCOUNTANT | $18,484 | — | $18,484 |
| FORTUNE FINANCIAL SERVICES INC | OTHER SERVICES | — | $10,097 | $10,097 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASCENSUS — CONTRACT ADMINISTRATOR
- WILLIAM VAUGHAN COMPANY — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $327,752
- Estimated Expense Ratio: 0.900% 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 | $315,914 | — | $315,914 | — | — |
| 2023 | $327,256 | — | $327,256 | — | — |
| 2022 | $226,379 | — | $216,389 | — | $9,990 |