Plan Snapshot
- Plan Sponsor: Cora Services, INC.
- Sponsor EIN: 232323488
- Sponsor Address: 8540 VERREE ROAD, PHILADELPHIA, PA, 191111339
- Plan Type: 403(b)
- Total Participants: 780
- Total Assets: $27.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 780 | $27.1M | $1.0M | $1.5M |
| 2023 | 638 | $23.0M | $1.0M | $1.5M |
| 2022 | 652 | $18.0M | $869,826 | $1.3M |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | CUSTODIAN | $6,305 | $56,721 | $63,026 |
| NFP RETIREMENT INC | ADVISOR | $39,993 | — | $39,993 |
| CLIFTON LARSON | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NFP RETIREMENT INC — ADVISOR
- CLIFTON LARSON — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $103,019
- Estimated Expense Ratio: 0.380% 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 | $61,260 | — | $61,260 | — | — |
| 2023 | $60,110 | — | $60,110 | — | — |
| 2022 | $60,914 | — | $60,914 | — | — |