Plan Snapshot
- Plan Sponsor: Core Health And Fitness, LLC
- Sponsor EIN: 452872763
- Sponsor Address: 17800 SE MILL PLAIN BLVD., #190,, VANCOUVER, WA, 98683
- Plan Type: 401(k)
- Total Participants: 252
- Total Assets: $29.2M
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 | 252 | $29.2M | $523,296 | $2.1M |
| 2023 | 254 | $24.7M | $491,246 | $1.9M |
| 2022 | 234 | $20.5M | $459,036 | $1.8M |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $36,808 | — | $36,808 |
| MORGAN STANLEY SMITH BARNEY | Investment Advisor | $33,892 | — | $33,892 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
- MORGAN STANLEY SMITH BARNEY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $70,700
- Estimated Expense Ratio: 0.242% 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 | $70,701 | $35,627 | — | — | — |
| 2023 | $71,605 | $39,856 | — | — | — |
| 2022 | $77,024 | — | — | — | — |