# Core Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/core-group-llc-371869014-001

> Core Group LLC's 401(k) plan: 36 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Core Group LLC

- **Sponsor EIN:** 371869014

- **Sponsor Address:** PO BOX 369, MILL VALLEY, CA, 949420369

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

- **Plan Number:** 001

- **Total Participants:** 36

- **Total Assets:** $672,141

## 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.|

| 2025|36|$672,141|$0|$0|

| 2024|28|$365,370|$0|$100,698|

| 2023|25|$287,089|$0|$113,874|

| 2022|27|$278,671|$0|$99,794|

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