Plan Snapshot
- Plan Sponsor: Corfin Holdings, INC.
- Sponsor EIN: 475592053
- Sponsor Address: 225 BROADHOLLOW ROAD, SUITE 30, MELVILLE, NY, 117474822
- Plan Type: 401(k)
- Total Participants: 678
- Total Assets: $41.8M
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 | 678 | $41.8M | $1.6M | $5.0M |
| 2023 | 681 | $34.0M | $1.2M | $4.2M |
| 2022 | 539 | $27.0M | $961,271 | $3.0M |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN — Auditor
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 |
|---|---|---|---|---|---|
| 2024 | $153,208 | $85,108 | $68,100 | — | — |
| 2023 | $120,021 | $65,803 | $54,218 | — | — |
| 2022 | $106,959 | $60,669 | $46,290 | — | — |