Plan Snapshot
- Plan Sponsor: Core & More, INC.
- Sponsor EIN: 473355525
- Sponsor Address: 2961 CANADA ROAD STE 112, LAKELAND, TN, 38002
- Plan Type: 401(k)
- Total Participants: 11
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 11 | $1.2M | $15,263 | $35,132 |
| 2024 | 5 | $710,480 | $14,051 | $32,832 |
| 2023 | 5 | $660,245 | $16,510 | $32,251 |
| 2022 | 4 | $825,587 | $13,969 | $26,927 |
| 2021 | 7 | $682,847 | $11,273 | $26,860 |