# Coretech Consulting Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/coretech-consulting-group-llc-401k-plan

> Coretech Consulting Group, LLC's 401(k) plan: 2,347 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Coretech Consulting Group, LLC

- **Sponsor EIN:** 043709993

- **Sponsor Address:** 500 WEST OFFICE CENTER DRIVE, FORT WASHINGTON, PA, 190343215

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

- **Total Participants:** 2,347

- **Total Assets:** $52.2M

## 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|2,347|$52.2M|$369,045|$6.3M|

| 2023|2,441|$47.5M|$976,329|$7.1M|

| 2022|2,307|$37.0M|$1.2M|$7.5M|

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$142,316|—|$142,316|

| ENVESTNET RETIREMENT SOLUTIONS|ADVISORY|$30,120|—|$30,120|

| TEAL, BECKER & CHIARAMONTE|AUDITOR|$26,850|—|$26,850|

### Verified Provider Profiles

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

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [ENVESTNET RETIREMENT SOLUTIONS](https://planprovider.pro/provider/warner-norcross-judd-llp) — ADVISORY

- [TEAL, BECKER & CHIARAMONTE](https://planprovider.pro/provider/teal-becker-and-chiaramonte-cpas-pc) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $199,286

- **Estimated Expense Ratio:** 0.382% 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|$199,286|$30,120|$142,316|$26,850|—|

| 2023|$160,847|$14,804|$117,043|$29,000|—|

| 2022|$164,895|$92,848|$72,047|—|—|

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