Plan Snapshot
- Plan Sponsor: Core Group LLC
- Sponsor EIN: 371869014
- Sponsor Address: PO BOX 369, MILL VALLEY, CA, 949420369
- Plan Type: 401(k)
- 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 | $116,261 |
| 2024 | 28 | $365,370 | $0 | $100,698 |
| 2023 | 25 | $287,089 | $0 | $113,874 |
| 2022 | 27 | $278,671 | $0 | $99,794 |