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

> Corcoran Management Company, INC.'s 401(k) plan: 393 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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