Plan Snapshot
- Plan Sponsor: Supplycore INC.
- Sponsor EIN: 371237060
- Sponsor Address: 303 N MAIN ST STE 800, ROCKFORD, IL, 61101
- Plan Type: 401(k)
- Total Participants: 164
- Total Assets: $16.1M
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 | 164 | $16.1M | $609,977 | $729,277 |
| 2023 | 158 | $13.8M | $533,887 | $631,664 |
| 2022 | 157 | $12.0M | $388,266 | $558,846 |
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 |
|---|---|---|---|---|
| SAVANT CAPITAL MANAGEMENT | Investment Advisor | $70,162 | — | $70,162 |
| PCS RETIREMENT, LLC | Recordkeeper | $21,825 | — | $21,825 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAVANT CAPITAL MANAGEMENT — Investment Advisor
- PCS RETIREMENT, LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,987
- Estimated Expense Ratio: 0.573% 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 | $91,987 | $70,162 | — | — | — |
| 2023 | $82,723 | $60,260 | — | — | — |
| 2022 | $88,316 | — | $88,316 | — | — |