Plan Snapshot
- Plan Sponsor: Corcoran Jennison Company, INC
- Sponsor EIN: 042964561
- Sponsor Address: 150 MT. VERNON STREET, SUITE 500, BOSTON, MA, 02125
- Plan Type: 401(k)
- Total Participants: 247
- Total Assets: $42.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 247 | $42.1M | $790,604 | $1.8M |
| 2023 | 397 | $34.0M | $728,667 | $1.6M |
| 2022 | 388 | $27.7M | $696,324 | $1.6M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $71,102 | — | $71,102 |
| GLOBAL RETIREMENT PARTNERS LLC | Investment Advisor | $25,000 | — | $25,000 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $20,281 | — | $20,281 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- GLOBAL RETIREMENT PARTNERS LLC — Investment Advisor
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $116,383
- Estimated Expense Ratio: 0.276% 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 | $116,383 | $45,281 | — | — | — |
| 2023 | $87,081 | $45,076 | — | — | — |
| 2022 | $74,875 | $16,825 | — | — | — |