2023 Form 5500 filing — Corevitas, LLC 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014113657NAL0014853091002) for Corevitas, LLC 401(K) Plan, reported by Corevitas, LLC under EIN 46-5268103 and plan number 001. It reports 257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$23.4MReported net assets$23,359,224
Participants257
Provider compensation$60.2K4 Schedule C row(s)$60,168
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014113657NAL0014853091002
- Plan sponsor
- Corevitas, LLC
- EIN
- 46-5268103
- Plan number
- 001
- Location
- Waltham, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$23.4M total assets
Net assets$23.4MLiabilities—
Full reported line items
- Total assets (EOY)
- $23,359,224
- Net assets (EOY)
- $23,359,224
- Employer contributions
- $1,740,050
- Participant contributions
- $2,489,901
- Total income / additions
- $8,386,427
- Benefits paid
- $1,697,557
- Administrative expenses
- $59,671
- Total expenses
- $1,757,228
- Net increase / (decrease)
- $6,629,199
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Afg Fiduciary Services Lp | INVESTMENT ADVISOR | $28,842 | $0 |
| Empower Annuity Insur Co | RECORDKEEPER | $22,329 | $0 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $8,755 | $0 |
| The Kenneth D. Anderson Co Inc. | CONTRACT ADMIN | $242 | $0 |