Core, LLC 401(K)Plan — Form 5500 plan (Core, LLC)

Plain-English plan 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, Core, LLC 401(K)Plan is a benefit plan reported by Core, LLC under EIN 72-1392118 and plan number 001. The latest loaded filing year is 2023. The filing reports 415 participants and $8,571,348 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Core, LLC
EIN
72-1392118
Plan number
001
Plan type
2
Location
Baton Rouge, LA
Latest filing year
2023
Participants
415
End-of-year plan assets
$8,571,348

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023415H, C20241028113035NAL0003716769001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,571,348
Total liabilities (EOY)
$5,065
Net assets (EOY)
$8,566,283
Net assets (BOY)
$7,300,777

Income & contributions

Employer contributions
$353,696
Participant contributions
$749,057
Total contributions
$1,162,202
Total income / additions
$2,360,322

Expenses & distributions

Benefits paid
$1,051,600
Administrative expenses
$43,216
Total expenses
$1,094,816
Net increase / (decrease)
$1,265,506

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$37,645$02023
Cetera AdvisorsOTHER$25,869not reported in the loaded dataset2023
Sentinel Pension LLCTPA$14,324$3,9452023

Related Form 5500 pages