Core4ce 401(K) Plan — Form 5500 plan (Core4ce, LLC)

Plain-English plan 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, Core4ce 401(K) Plan is a benefit plan reported by Core4ce, LLC under EIN 45-3079311 and plan number 001. The latest loaded filing year is 2023. The filing reports 588 participants and $30,428,732 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Core4ce, LLC
EIN
45-3079311
Plan number
001
Plan type
2
Location
North Charleston, SC
Latest filing year
2023
Participants
588
End-of-year plan assets
$30,428,732

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023588H, C20241008083654NAL0028171552001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,428,732
Total liabilities (EOY)
$0
Net assets (EOY)
$30,428,732
Net assets (BOY)
$20,797,064

Income & contributions

Employer contributions
$2,732,921
Participant contributions
$4,139,965
Total contributions
$7,789,302
Total income / additions
$11,716,809

Expenses & distributions

Benefits paid
$1,876,389
Administrative expenses
$123,431
Total expenses
$2,003,267
Net increase / (decrease)
$9,713,542

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$123,485$02023
Usi Advisors, Inc.INVESTMENT ADVISORY$0$38,0002023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages