Plan Snapshot
- Plan Sponsor: Coretelligent LLC
- Sponsor EIN: 208407979
- Sponsor Address: 34 SOUTHWEST PARK, WESTWOOD, MA, 020901548
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 285
- Total Assets: $10.9M
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. |
|---|---|---|---|---|
| 2023 | 285 | $10.9M | $1.0M | $1.8M |
| 2022 | 259 | $7.9M | $537,304 | $1.3M |
| 2021 | 184 | $6.5M | $326,871 | $1.1M |
| 2020 | 153 | $3.9M | $183,963 | $635,647 |
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 |
|---|---|---|---|---|
| CBIZ | Auditor | — | — | $0 |
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 |
|---|---|---|---|---|---|
| 2023 | $52,945 | — | $52,945 | — | — |
| 2022 | $43,232 | — | $43,232 | — | — |
| 2021 | $58,013 | — | $58,013 | — | — |
| 2020 | $28,305 | — | $28,305 | — | — |