2023 Form 5500 filing — Corevitas, LLC 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014113657NAL0014853091002) for Corevitas, LLC 401(K) Plan, reported by Corevitas, LLC under EIN 46-5268103 and plan number 001. It reports 257 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014113657NAL0014853091002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Corevitas, LLC
- EIN
- 46-5268103
- Plan number
- 001
- Location
- Waltham, MA
- Participants
- 257
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,359,224
- Net assets (EOY)
- $23,359,224
- Employer contributions
- $1,740,050
- Participant contributions
- $2,489,901
- Total income / additions
- $8,386,427
- Benefits paid
- $1,697,557
- Administrative expenses
- $59,671
- Total expenses
- $1,757,228
- Net increase / (decrease)
- $6,629,199
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Afg Fiduciary Services Lp | INVESTMENT ADVISOR | $28,842 | $0 |
| Empower Annuity Insur Co | RECORDKEEPER | $22,329 | $0 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $8,755 | $0 |
| The Kenneth D. Anderson Co Inc. | CONTRACT ADMIN | $242 | $0 |