Plan Snapshot
- Plan Sponsor: Coreplus Servicios Clinicos Y Patologicos, LLC.
- Sponsor EIN: 660593710
- Sponsor Address: PLAZOLETA LA CERAMICA SUITE 2-6, CAROLINA, PR, 00983
- Plan Type: DC
- Total Participants: 91
- Total Assets: $1.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 91 | $1.6M | $159,349 | $229,336 |
| 2023 | 103 | $1.2M | $166,892 | $201,948 |
| 2022 | 119 | $711,624 | $152,198 | $158,299 |
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 |
|---|---|---|---|---|
| DRIVEN | NONE | $13,049 | — | $13,049 |
| BENEFIT PLANS ADMIN SERVICE, INC. | NONE | $11,991 | — | $11,991 |
| MASS MUTUAL | NONE | $7,159 | — | $7,159 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DRIVEN — NONE
- BENEFIT PLANS ADMIN SERVICE, INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,199
- Estimated Expense Ratio: 2.005% 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 | $34,346 | $1,432 | $10,559 | $13,049 | — |
| 2023 | $11,795 | $4,678 | $5,713 | — | — |
| 2022 | $6,730 | — | $6,730 | — | — |