Plan Snapshot
- Plan Sponsor: Core Dc LLC
- Sponsor EIN: 474255238
- Sponsor Address: 1020 BLADENSBURG RD NE, WASHINGTON, DC, 20002
- Plan Type: 401(k)
- Total Participants: 159
- Total Assets: $430,465
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 | 159 | $430,465 | $0 | $9,350 |
| 2023 | 134 | $434,081 | $0 | $187,685 |
| 2022 | 158 | $225,183 | $0 | $164,567 |
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 |
|---|---|---|---|---|
| GARY A GLASS CPA PC | 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 | $17,295 | $14,865 | — | — | — |
| 2023 | $2,901 | — | — | — | — |
| 2022 | — | — | — | — | — |