# Cordevalle L.P. 401(k) Plan
Source: https://planprovider.pro/companies/cordevalle-l-p-401k-plan-001

> Cordevalle L.P.'s 401(k) plan: 166 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cordevalle L.P.

- **Sponsor EIN:** 208456270

- **Sponsor Address:** ONE CORDEVALLE CLUB DRIVE, SAN MARTIN, CA, 95046

- **Plan Type:** 401(k)

- **Total Participants:** 166

- **Total Assets:** $10.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **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|166|$10.2M|$409,126|$505,479|

| 2023|169|$9.0M|$228,504|$402,677|

## 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|

| MMC SECURITIES CORPORATION|INVESTMENT ADVISORY-PLAN|$8,740|—|$8,740|

| TRANSAMERICA LIFE INSURANCE COMPANY|RECORDKEEPER|$5,212|—|$5,212|

| WHITLEY PENN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA LIFE INSURANCE COMPANY](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [WHITLEY PENN LLP](https://planprovider.pro/provider/whitley-penn-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $13,952

- **Estimated Expense Ratio:** 0.137% 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|$17,731|$12,353|—|—|—|

| 2023|$13,741|$6,079|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/cordevalle-l-p-401k-plan-001)

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