# Cora Health Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cora-health-services-inc-401k-plan

> Cora Health Services, INC.'s 401(k) plan: 1,714 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ascensus-llc) — CONTRACT ADMINISTRATOR

- [WILLIAM VAUGHAN COMPANY](https://planprovider.pro/provider/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|

## Similar Plans

- [Concept Rehab, INC.](https://planprovider.pro/companies/concept-rehab-inc-401k-plan) — 577 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cora-health-services-inc-401k-plan)

© 2026 PlanProvider.Pro