Plan Snapshot
- Plan Sponsor: Corza Medical INC.
- Sponsor EIN: 912089490
- Sponsor Address: 247 STATION DRIVE, SUITE NE1, WESTWOOD, MA, 02090
- Plan Type: 401(k)
- Total Participants: 371
- Total Assets: $36.3M
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 | 371 | $36.3M | $1.4M | $3.1M |
| 2023 | 387 | $35.9M | $1.3M | $2.9M |
| 2022 | 403 | $25.0M | $761,486 | $1.7M |
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 |
|---|---|---|---|---|
| WIPFLI,LLP | Auditor | $19,400 | — | $19,400 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI,LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,400
- Estimated Expense Ratio: 0.053% of plan assets
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 | $99,245 | $45,483 | — | $19,400 | — |
| 2023 | $111,687 | $76,440 | $21,250 | — | — |
| 2022 | $82,867 | — | — | — | $17,000 |