# Corcentric, INC. 401(k) Plan
Source: https://planprovider.pro/companies/corcentric-inc-401k-plan

> Corcentric, INC.'s 401(k) plan: 491 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Corcentric, INC.

- **Sponsor EIN:** 223534008

- **Sponsor Address:** 200 LAKE DR E - SUITE 200, CHERRY HILL, NJ, 08002

- **Plan Type:** 401(k)

- **Total Participants:** 491

- **Total Assets:** $41.9M

## 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|491|$41.9M|$697,665|$4.0M|

| 2023|501|$33.0M|$653,611|$4.1M|

| 2022|485|$25.4M|$233,791|$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|

| CHERRY BEKAERT, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$75,100|$60,250|$13,808|—|—|

| 2023|$72,662|$63,612|$8,160|—|—|

| 2022|$57,823|$55,342|$786|—|$1,695|

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