# Coretelligent LLC 401(k) Plan
Source: https://planprovider.pro/companies/coretelligent-llc-401k-plan

> Coretelligent LLC's 401(k) plan: 285 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Coretelligent LLC

- **Sponsor EIN:** 208407979

- **Sponsor Address:** 34 SOUTHWEST PARK, WESTWOOD, MA, 020901548

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

- **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|$0|$0|

| 2020|153|$3.9M|$0|$0|

## 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|—|—|

## Similar Plans

- [Global Risk Consultants Corp.](https://planprovider.pro/companies/global-risk-consultants-corp-401k-plan) — 284 participants

- [Security Lock Distributors, INC.](https://planprovider.pro/companies/security-lock-distributors-inc-401k-plan) — 283 participants

- [Julia O Faigel Dmd, PC](https://planprovider.pro/companies/julia-o-faigel-dmd-pc-401k-plan) — 288 participants

- [Guarino'S Swimming Pool Service, INC.](https://planprovider.pro/companies/guarino-s-swimming-pool-service-inc-401k-plan) — 281 participants

- [Sentinel Benefits Group, INC.](https://planprovider.pro/companies/sentinel-benefits-group-inc-401k-plan) — 272 participants

- [Kiniksa Pharmaceuticals Corp.](https://planprovider.pro/companies/kiniksa-pharmaceuticals-corp-401k-plan) — 305 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/coretelligent-llc-401k-plan)

© 2026 PlanProvider.Pro