Plan Snapshot
- Plan Sponsor: Corporate Management, INC
- Sponsor EIN: 200463966
- Sponsor Address: P.O. BOX 3269, GULFPORT, MS, 39505
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 155 | $3.5M | $19,981 | $233,851 |
| 2023 | 137 | $3.6M | $15,458 | $215,311 |
| 2022 | 200 | $3.1M | $14,923 | $161,879 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — 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 | $21,998 | $16,294 | $5,704 | — | — |
| 2023 | $23,432 | $20,111 | — | — | — |
| 2022 | $29,108 | — | $29,108 | — | — |