Plan Snapshot
- Plan Sponsor: Corebridge Financial, INC.
- Sponsor EIN: 954715639
- Sponsor Address: 2919 ALLEN PARKWAY, HOUSTON, TX, 77019
- Plan Type: 401(k)
- Total Participants: 5,142
- Total Assets: $2.8B
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 | 5,142 | $2.8B | $69.6M | $66.8M |
| 2023 | 5,276 | $2.6B | $69.1M | $67.2M |
| 2022 | 6,519 | $2.3B | $21.2M | $16.0M |
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 |
|---|---|---|---|---|
| ALIGHT FINANCIAL ADVISORS | Recordkeeper | $723,930 | — | $723,930 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT FINANCIAL ADVISORS — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $723,930
- Estimated Expense Ratio: 0.025% 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 | $723,930 | $723,930 | — | — | — |
| 2023 | $646,538 | $646,538 | — | — | — |
| 2022 | $351,745 | — | $351,745 | — | — |