Plan Snapshot
- Plan Sponsor: Core, LLC
- Sponsor EIN: 721392118
- Sponsor Address: 10059 NORTH REIGER ROAD, BATON ROUGE, LA, 70809
- Plan Type: 401(k)
- Total Participants: 427
- Total Assets: $9.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 427 | $9.4M | $379,410 | $762,169 |
| 2023 | 385 | $8.6M | $353,696 | $749,057 |
| 2022 | 426 | $7.3M | $372,289 | $771,875 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE 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 | $45,153 | — | $45,153 | — | — |
| 2023 | $43,216 | — | $43,216 | — | — |
| 2022 | $38,787 | — | $38,787 | — | — |