Plan Snapshot
- Plan Sponsor: Core4ce, LLC
- Sponsor EIN: 453079311
- Sponsor Address: 2456 REMOUNT RD, NORTH CHARLESTON, SC, 294066189
- Plan Type: 401(k)
- Total Participants: 606
- Total Assets: $39.8M
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 | 606 | $39.8M | $3.0M | $4.5M |
| 2023 | 489 | $30.4M | $2.7M | $4.1M |
| 2022 | 487 | $20.8M | $2.2M | $3.7M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $126,367 | — | $126,367 |
| USI ADVISORS, INC. | INVESTMENT ADVISORY | $29,346 | — | $29,346 |
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $155,713
- Estimated Expense Ratio: 0.391% 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 | $155,713 | $29,346 | $126,367 | — | — |
| 2023 | $123,431 | — | $123,431 | — | — |
| 2022 | $91,869 | — | $91,869 | — | — |