Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Cora Health Services
Cora Health Services 401(k)
- Health care and social assistance
- Lima, OH
- EIN 34-1853567
- 1 plan with Schedule H financials
- Plan year 2024
- Cora Health Services, Inc.
- SEC registrant Cora Health Services Inc
Administrative expenses excluding investment management, per participant · Cora Health Services Retirement Salary Savings Plan · plan year 2024
$155.85
Higher than 63% of the 24,371 plans $10 to 50M that report it.
Source
= $315,914 / 2,027
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013194531NAL0001891793001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013194531NAL0001891793001, received 2025-10-13
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-13.
Cost and contributions
Administrative expenses per participant
$155.85
Higher than 40% of the 25,098 plans $10 to 50M that report it.
Source
= $315,914 / 2,027
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013194531NAL0001891793001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013194531NAL0001891793001, received 2025-10-13
Administrative expenses as a share of assets
0.867%
Higher than 98% of the 25,132 plans $10 to 50M that report it.
Source
= $315,914 / $36,433,725
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013194531NAL0001891793001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013194531NAL0001891793001, received 2025-10-13
Employer contributions per participant
$1
Higher than 0% of the 24,050 plans $10 to 50M that report it.
Source
= $1,756 / 2,027
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013194531NAL0001891793001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013194531NAL0001891793001, received 2025-10-13
Employer share of total contributions
0.0%
Higher than 0% of the 24,084 plans $10 to 50M that report it.
Source
= $1,756 / $4,495,685
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013194531NAL0001891793001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013194531NAL0001891793001, received 2025-10-13
Plan terms, as stated in Cora Health Services, Inc.'s SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 3D IRS pre-approved plan · 3H controlled-group sponsor · 2T default investment (QDIA) · 2F ERISA 404(c) plan · 2S pre-approved plan document · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013194531NAL0001891793001, received 2025-10-13
Full record, Cora Health Services Retirement Salary Savings Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | CORA HEALTH SERVICES, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013194531NAL0001891793001, received 2025-10-13 |
| Plan name | CORA HEALTH SERVICES RETIREMENT SALARY SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251013194531NAL0001891793001, received 2025-10-13 |
| Sponsor EIN / plan number | 34-1853567 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013194531NAL0001891793001, received 2025-10-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013194531NAL0001891793001, received 2025-10-13 |
| Sponsor location | LIMA, OH | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013194531NAL0001891793001, received 2025-10-13 |
| Industry (business code) | 621340, Health care and social assistance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013194531NAL0001891793001, received 2025-10-13 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013194531NAL0001891793001, received 2025-10-13 |
| Filing received | 2025-10-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013194531NAL0001891793001, received 2025-10-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013194531NAL0001891793001, received 2025-10-13 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251013194531NAL0001891793001, received 2025-10-13 |
| Participants, beginning of year | 2,185 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013194531NAL0001891793001, received 2025-10-13 |
| Active participants | 1,714 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013194531NAL0001891793001, received 2025-10-13 |
| Participants, end of year | 2,183 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013194531NAL0001891793001, received 2025-10-13 |
| Participants with an account balance | 2,027 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013194531NAL0001891793001, received 2025-10-13 |
| Total assets, beginning of year | $32,350,993 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013194531NAL0001891793001, received 2025-10-13 |
| Total assets, end of year | $36,433,725 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013194531NAL0001891793001, received 2025-10-13 |
| Net assets, end of year | $36,433,725 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013194531NAL0001891793001, received 2025-10-13 |
| Total income | $7,782,437 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013194531NAL0001891793001, received 2025-10-13 |
| Net income | $4,082,732 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013194531NAL0001891793001, received 2025-10-13 |
| Employer contributions | $1,756 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013194531NAL0001891793001, received 2025-10-13 |
| Participant contributions | $4,184,249 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013194531NAL0001891793001, received 2025-10-13 |
| Other contributions (incl. rollovers) | $309,680 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251013194531NAL0001891793001, received 2025-10-13 |
| Total contributions | $4,495,685 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013194531NAL0001891793001, received 2025-10-13 |
| Benefit payments | $3,383,791 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013194531NAL0001891793001, received 2025-10-13 |
| Total expenses (incl. benefit payments) | $3,699,705 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013194531NAL0001891793001, received 2025-10-13 |
| Total administrative expenses | $315,914 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013194531NAL0001891793001, received 2025-10-13 |
| Contract administrator fees | $315,914 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251013194531NAL0001891793001, received 2025-10-13 |
| Administrative expenses excluding investment management | $315,914 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013194531NAL0001891793001, received 2025-10-13 |
| Held in mutual funds | $4,620,454 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251013194531NAL0001891793001, received 2025-10-13 |
| Independent auditor | WILLIAM VAUGHAN COMPANY | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013194531NAL0001891793001, received 2025-10-13 |
Position = column in the DOL layout for form year 2024. Filing 20251013194531NAL0001891793001, received 2025-10-13.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANYrecordkeeper | CONTRACT ADMINISTRATOR | 13 Contract administrator; 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees | $194,926 | yes |
| ASCENSUS | CONTRACT ADMINISTRATOR | 13 Contract administrator; 50 Direct payment from the plan; 49 Other services; 99 Other fees | $102,504 | yes |
| WILLIAM VAUGHAN COMPANY | ACCOUNTANT | 10 Accounting (including auditing); 50 Direct payment from the plan | $18,484 | no |
| FORTUNE FINANCIAL SERVICES INC | OTHER SERVICES | 49 Other services; 99 Other fees | $0 | yes |
| MORNINGSTAR INVESTMENT MGMT LLC | INV ADV, PARTICIPANTS | 26 Investment advisory (participants); 70 Consulting fees | $0 | yes |
| WILSHIRE ADVISORS LLC | INVESTMENT ADVISORY | 27 Investment advisory (plan); 72 Other investment fees and expenses | $0 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251013194531NAL0001891793001, received 2025-10-13.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $32,350,993 | $36,433,725 | 12.6% |
| Participants with a balance | 1,866 | 2,027 | 8.6% |
| Administrative expenses | $327,256 | $315,914 | -3.5% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | not reported | $1,756 |
Prior filing 20241015120359NAL0055972770001, received 2024-10-15; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: CORA HEALTH SERVICES, INC.; SEC registrant: CORA HEALTH SERVICES INC (CIK 1061818, matched by EIN).