Corevitas, LLC 401(K) Plan — Form 5500 plan (Corevitas, 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, Corevitas, LLC 401(K) Plan is a benefit plan reported by Corevitas, LLC under EIN 46-5268103 and plan number 001. The latest loaded filing year is 2023. The filing reports 257 participants and $23,359,224 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Corevitas, LLC
- EIN
- 46-5268103
- Plan number
- 001
- Plan type
- 2
- Location
- Waltham, MA
- Latest filing year
- 2023
- Participants
- 257
- End-of-year plan assets
- $23,359,224
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 257 | H, C | 20241014113657NAL0014853091002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,359,224
- Net assets (EOY)
- $23,359,224
- Net assets (BOY)
- $16,730,025
Income & contributions
- Employer contributions
- $1,740,050
- Participant contributions
- $2,489,901
- Total contributions
- $4,960,323
- Total income / additions
- $8,386,427
Expenses & distributions
- Benefits paid
- $1,697,557
- Administrative expenses
- $59,671
- Total expenses
- $1,757,228
- Net increase / (decrease)
- $6,629,199
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Afg Fiduciary Services Lp | INVESTMENT ADVISOR | $28,842 | $0 | 2023 |
| Empower Annuity Insur Co | RECORDKEEPER | $22,329 | $0 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $8,755 | $0 | 2023 |
| The Kenneth D. Anderson Co Inc. | CONTRACT ADMIN | $242 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Corevitas, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Waltham, MA
- Afg Fiduciary Services Lp — Schedule C compensation
- Empower Annuity Insur Co — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- The Kenneth D. Anderson Co Inc. — Schedule C compensation