# Corcoran Jennison Company, INC 401(k) Plan
Source: https://planprovider.pro/companies/corcoran-jennison-company-inc-401k-plan

> Corcoran Jennison Company, INC's 401(k) plan: 247 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| COHNREZNICK 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|$116,383|$45,281|—|—|—|

| 2023|$87,081|$45,076|—|—|—|

| 2022|$74,875|$16,825|—|—|—|

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