Plan Snapshot
- Plan Sponsor: Corelation, INC.
- Sponsor EIN: 261165702
- Sponsor Address: 2305 HISTORIC DECATUR RD, SAN DIEGO, CA, 92106
- Plan Type: 401(k)
- Total Participants: 418
- Total Assets: $28.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 418 | $28.1M | $2.2M | $2.8M |
| 2023 | 356 | $19.8M | $1.7M | $2.4M |
| 2022 | 308 | $14.4M | $1.5M | $1.9M |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS. | NONE | $116,376 | — | $116,376 |
| ASCENSUS LLC | NONE | $37,331 | $1,932 | $39,263 |
| EIDE BAILLY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $155,639
- Estimated Expense Ratio: 0.554% 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 | $153,707 | $116,376 | $37,331 | — | — |
| 2023 | $114,206 | $80,693 | $33,513 | — | — |
| 2022 | $97,538 | $65,201 | $32,337 | — | — |