Coreplus Savings & Retirement Plan
Sponsored by Coreplus Servicios Clinicos Y Patologicos, Llc. · EIN 660593710 · Plan #001
- Total assets
- $1.6M
- Net assets
- $1.6M
- Active participants
- 91
- With balances
- 90
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Driven | Accounting | $13,049 |
| Benefit Plans Admin Service, Inc. | Recordkeeping, Investment management, Sub-transfer agency fees | $11,991 |
| Mass Mutual | Investment advisory (participants), Participant communication | $7,159 |