Plan Snapshot
- Plan Sponsor: Corel INC.
- Sponsor EIN: 870557105
- Sponsor Address: 9225 BEE CAVE RD BLDG A STE 300, AUSTIN, TX, 78733
- Plan Type: 401(k)
- Total Participants: 129
- Total Assets: $35.1M
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 | 129 | $35.1M | $572,801 | $2.0M |
| 2023 | 147 | $33.5M | $546,301 | $1.8M |
| 2022 | 149 | $29.2M | $450,442 | $1.6M |
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 |
|---|---|---|---|---|
| EIDE BAILLY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY — 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 | $68,641 | $37,555 | — | — | — |
| 2023 | $60,179 | $31,997 | — | — | — |
| 2022 | $59,148 | $33,452 | $25,696 | — | — |