# Cora Services, INC. 403(b) Plan
Source: https://planprovider.pro/companies/cora-services-inc-plan-001

> Cora Services, INC.'s 403(b) plan: 780 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/accelerate-retirement) — ADVISOR

- [CLIFTON LARSON](https://planprovider.pro/provider/cliftonlarsonallen-llp) — 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|—|—|

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