Plan Snapshot
- Plan Sponsor: Corticare, INC.
- Sponsor EIN: 272078780
- Sponsor Address: 5963 LA PLACE COURT, SUITE 309, CARLSBAD, CA, 92008
- Plan Type: 401(k)
- Total Participants: 212
- Total Assets: $2.2M
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 | 212 | $2.2M | $200,094 | $546,278 |
| 2023 | 193 | $1.6M | $1,021 | $479,837 |
| 2022 | 199 | $1.3M | $0 | $427,369 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE 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 | $30,237 | $9,732 | — | — | — |
| 2023 | $29,794 | $7,146 | — | — | — |
| 2022 | $20,930 | $5,447 | $11,991 | — | $3,492 |