Core, Llc 401(k) Safe Harbor Plan
Sponsored by Core, Llc · EIN 721392118 · Plan #001
- Total assets
- $9.4M
- Net assets
- $9.4M
- Active participants
- 427
- With balances
- 180
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Cetera Advisors | Direct payment from the plan, Investment management fees (direct), Investment management fees (indirect) | $38,139 |
| Sentinel Pension Llc | Plan administrator, Direct payment from the plan, Other fees | $11,484 |
| Proaccount | Investment advisory (participants) | $3,595 |
| Nationwide | Contract administrator, Direct payment from the plan, Recordkeeping fees | $1,440 |