Plan Snapshot
- Plan Sponsor: Core Bank
- Sponsor EIN: 470804165
- Sponsor Address: 17807 BURKE ST, OMAHA, NE, 68118
- Plan Type: DC
- Total Participants: 129
- Total Assets: $15.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 129 | $15.9M | $475,124 | $976,022 |
| 2023 | 139 | $13.9M | $491,627 | $996,556 |
| 2022 | 106 | $11.0M | $434,331 | $929,401 |
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 |
|---|---|---|---|---|
| FORVIS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS, LLP — Auditor
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 | $53,717 | $49,060 | — | — | — |
| 2023 | $44,547 | $41,070 | — | — | — |
| 2022 | $43,122 | $43,122 | — | — | — |