# Corestates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/corestates-inc-401k-plan

> Corestates, INC.'s 401(k) plan: 412 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Corestates, INC.

- **Sponsor EIN:** 582484016

- **Sponsor Address:** 3237 SATELLITE BLVD. SUITE 465, DULUTH, GA, 30096

- **Plan Type:** 401(k)

- **Total Participants:** 412

- **Total Assets:** $37.4M

## 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|412|$37.4M|$1.6M|$3.2M|

| 2023|405|$22.5M|$1.1M|$2.2M|

| 2022|350|$18.8M|$1.1M|$2.2M|

## 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|

| MERRILL LYNCH PIERCE FENNER SMITH|CONSULTANT|$68,497|—|$68,497|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$48,415|—|$48,415|

| N.A. FALCONE & ASSOCIATES, INC.|CONTRACT ADMINISTRATOR|$12,635|$13,945|$26,580|

| FRAZIER & DEETER, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FRAZIER & DEETER, LLC](https://planprovider.pro/provider/frazier-and-deeter-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $143,492

- **Estimated Expense Ratio:** 0.384% 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|$129,547|$35,879|$61,050|—|—|

| 2023|$96,331|—|$96,331|—|—|

| 2022|$89,737|—|—|—|$89,737|

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