Plan Snapshot
- Plan Sponsor: Core One Solutions LLC
- Sponsor EIN: 464143090
- Sponsor Address: 22365 BRODERICK DRIVE, STERLING, VA, 20166
- Plan Type: 401(k)
- Total Participants: 172
- Total Assets: $16.8M
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 | 172 | $16.8M | $944,844 | $1.4M |
| 2023 | 149 | $12.7M | $757,637 | $1.1M |
| 2022 | 153 | $3.3M | $508,590 | $669,604 |
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 |
|---|---|---|---|---|
| GUIDELINE, INC. | RECORDKEEPER | $14,148 | — | $14,148 |
| BENEFIT TRUST COMPANY | CUSTODIAN | — | $12,916 | $12,916 |
| THE BALDWIN GROUP WEALTH ADVISORS, | ADVISOR | $9,771 | — | $9,771 |
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GUIDELINE, INC. — RECORDKEEPER
- APRIO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $36,835
- Estimated Expense Ratio: 0.219% 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 | $25,046 | $21,381 | — | — | — |
| 2023 | $6,832 | $3,890 | — | — | — |
| 2022 | — | — | — | — | — |