Plan Snapshot
- Plan Sponsor: Corcoran Management Company, INC.
- Sponsor EIN: 042661810
- Sponsor Address: 100 GRANDVIEW ROAD SUITE 207, BRAINTREE, MA, 02184
- Plan Type: 401(k)
- Total Participants: 393
- Total Assets: $51.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 393 | $51.1M | $1.1M | $2.3M |
| 2023 | 382 | $42.5M | $977,765 | $2.0M |
| 2022 | 356 | $35.9M | $827,636 | $1.7M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $14,054 | — | $14,054 |
| PKF,P.C | ACCOUNTANT/AUDITOR | $13,212 | — | $13,212 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,266
- Estimated Expense Ratio: 0.053% 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 | $31,789 | $14,054 | — | $13,212 | — |
| 2023 | $34,999 | $17,447 | — | $12,680 | — |
| 2022 | $42,696 | $13,478 | — | — | — |