# Corporex Realty & Investment LLC 401(k) Plan
Source: https://planprovider.pro/companies/corporex-realty-investment-llc-401k-plan

> Corporex Realty & Investment LLC's 401(k) plan: 1,153 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Corporex Realty & Investment LLC

- **Sponsor EIN:** 610670372

- **Sponsor Address:** 100 EAST RIVERCENTER BOULEVARD SUIT, COVINGTON, KY, 41011

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

- **Total Participants:** 1,153

- **Total Assets:** $30.8M

## 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|1,153|$30.8M|$461,681|$2.0M|

| 2023|1,124|$26.7M|$523,402|$2.0M|

| 2022|1,172|$21.5M|$536,398|$2.0M|

## 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|

| CLARK, SCHAEFER, HACKETT & CO|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|

| 2024|$199,214|$134,030|—|—|—|

| 2023|$164,569|$111,919|—|—|—|

| 2022|$204,073|—|$204,073|—|—|

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