401k Record

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CoreCentric Solutions 401(k)

Administrative expenses excluding investment management, per participant · Corecentric Solutions 401(k) Plan · plan year 2023

$168.35

Higher than 75% of the 17,126 plans $1 to 10M that report it.

Source

= $16,330 / 97
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20240919125940NAL0003568179001, received 2024-09-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20240919125940NAL0003568179001, received 2024-09-19

10th: $10.83median $92.8690th: $271.69

Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2023-01-01 to 2023-12-31, filing received 2024-09-19.

Cost and contributions

Recordkeeping fees per participant

not reported

Not reported on this filing.

Administrative expenses per participant

$168.35

10th: $16.05median $134.8990th: $338.53

Higher than 59% of the 17,762 plans $1 to 10M that report it.

Source

= $16,330 / 97
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20240919125940NAL0003568179001, received 2024-09-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20240919125940NAL0003568179001, received 2024-09-19

Administrative expenses as a share of assets

0.593%

10th: 0.056%median 0.483%90th: 1.081%

Higher than 62% of the 17,798 plans $1 to 10M that report it.

Source

= $16,330 / $2,753,269
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20240919125940NAL0003568179001, received 2024-09-19
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20240919125940NAL0003568179001, received 2024-09-19

Employer contributions per participant

$244

10th: $347median $1,29490th: $2,822

Higher than 6% of the 15,688 plans $1 to 10M that report it.

Source

= $23,680 / 97
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20240919125940NAL0003568179001, received 2024-09-19
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20240919125940NAL0003568179001, received 2024-09-19

Employer share of total contributions

4.5%

10th: 11.8%median 28.6%90th: 43.4%

Higher than 3% of the 15,721 plans $1 to 10M that report it.

Source

= $23,680 / $526,188
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20240919125940NAL0003568179001, received 2024-09-19
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20240919125940NAL0003568179001, received 2024-09-19

Plan terms, as stated in CoreCentric Solutions, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2G fully participant-directed · 2T default investment (QDIA) · 3D IRS pre-approved plan · 2A age/service-weighted · 2J 401(k) feature · 2K 401(m) arrangement · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20240919125940NAL0003568179001, received 2024-09-19

Full record, Corecentric Solutions 401(k) Plan

FieldValueSource
Plan sponsorCORECENTRIC SOLUTIONS, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20240919125940NAL0003568179001, received 2024-09-19
Plan nameCORECENTRIC SOLUTIONS 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20240919125940NAL0003568179001, received 2024-09-19
Sponsor EIN / plan number36-4034150 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20240919125940NAL0003568179001, received 2024-09-19
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20240919125940NAL0003568179001, received 2024-09-19
Sponsor locationCAROL STREAM, ILForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20240919125940NAL0003568179001, received 2024-09-19
Industry (business code)811210, Other servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20240919125940NAL0003568179001, received 2024-09-19
Plan year2023-01-01 to 2023-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20240919125940NAL0003568179001, received 2024-09-19
Filing received2024-09-19Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20240919125940NAL0003568179001, received 2024-09-19
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20240919125940NAL0003568179001, received 2024-09-19
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20240919125940NAL0003568179001, received 2024-09-19
Participants, beginning of year227Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20240919125940NAL0003568179001, received 2024-09-19
Active participants215Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20240919125940NAL0003568179001, received 2024-09-19
Participants, end of year244Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20240919125940NAL0003568179001, received 2024-09-19
Participants with an account balance97Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20240919125940NAL0003568179001, received 2024-09-19
Total assets, beginning of year$2,110,965Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20240919125940NAL0003568179001, received 2024-09-19
Total assets, end of year$2,753,269Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20240919125940NAL0003568179001, received 2024-09-19
Net assets, end of year$2,753,269Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20240919125940NAL0003568179001, received 2024-09-19
Total income$909,451Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20240919125940NAL0003568179001, received 2024-09-19
Net income$642,304Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20240919125940NAL0003568179001, received 2024-09-19
Employer contributions$23,680Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20240919125940NAL0003568179001, received 2024-09-19
Participant contributions$271,169Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20240919125940NAL0003568179001, received 2024-09-19
Other contributions (incl. rollovers)$231,339Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20240919125940NAL0003568179001, received 2024-09-19
Total contributions$526,188Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20240919125940NAL0003568179001, received 2024-09-19
Benefit payments$218,625Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20240919125940NAL0003568179001, received 2024-09-19
Total expenses (incl. benefit payments)$267,147Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20240919125940NAL0003568179001, received 2024-09-19
Total administrative expenses$16,330Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20240919125940NAL0003568179001, received 2024-09-19
IQPA audit fees$16,330Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20240919125940NAL0003568179001, received 2024-09-19
Administrative expenses excluding investment management$16,330derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20240919125940NAL0003568179001, received 2024-09-19
Held in common/collective trusts$69,659Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20240919125940NAL0003568179001, received 2024-09-19
Held in mutual funds$2,626,510Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20240919125940NAL0003568179001, received 2024-09-19
Independent auditorBENNING GROUP, LLCSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20240919125940NAL0003568179001, received 2024-09-19

Position = column in the DOL layout for form year 2023. Filing 20240919125940NAL0003568179001, received 2024-09-19.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
T. ROWE PRICE RPS, INC.recordkeeperNONE 15 Recordkeeping and information management; 21 Trustee (bank, trust company or similar); 25 Trustee (directed); 28 Investment management; 37 Participant loan processing; 38 Participant communication; 49 Other services; 50 Direct payment from the plan; 52 Investment management fees paid indirectly by plan; 57 Redemption fees; 59 Shareholder servicing fees; 62 Float revenue; 63 Distribution (12b-1) fees; 64 Recordkeeping fees; 65 Account maintenance fees $16,330yes
PIMCO FUNDSNONE 28 Investment management; 59 Shareholder servicing fees $0yes
AMERICAN FUNDSNONE 28 Investment management; 59 Shareholder servicing fees $0yes
VANGUARD GROUPNONE 28 Investment management; 59 Shareholder servicing fees $0yes
AMERICAN CENTURY INVESTMENT MANAGEMNONE 28 Investment management; 59 Shareholder servicing fees $0yes
MFS FUNDSNONE 28 Investment management; 59 Shareholder servicing fees $0yes
HARTFORD MUTUAL FUNDSNONE 28 Investment management; 59 Shareholder servicing fees $0yes
PRINCIPAL FUNDSNONE 28 Investment management; 59 Shareholder servicing fees $0yes
FIDELITYNONE 28 Investment management; 59 Shareholder servicing fees $0yes

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 20240919125940NAL0003568179001, received 2024-09-19.

No filing for the previous plan year is in the data, so there is no year-over-year comparison.

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Sponsor name as filed: CORECENTRIC SOLUTIONS, INC.; SEC registrant: CoreCentric Solutions, Inc. (CIK 1645135, matched by EIN).