Plan Snapshot
- Plan Sponsor: Corcoran, Ender And Associates LLC
- Sponsor EIN: 364323082
- Sponsor Address: 4010 S CALIFORNIA AVE, CHICAGO, IL, 60632
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4 | $1.6M | $21,904 | $26,004 |
| 2023 | 4 | $1.3M | $21,015 | $21,242 |
| 2022 | 5 | $892,510 | $7,878 | $15,956 |
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 |
|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORPORATION | Recordkeeper | — | $10,526 | $10,526 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERITAS LIFE INSURANCE CORPORATION — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,526
- Estimated Expense Ratio: 0.647% 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 | $143 | — | — | — | — |
| 2023 | $5,726 | — | — | — | — |
| 2022 | $36,172 | — | — | — | — |