Plan Ledger DOL Form 5500 · updated monthly

Cor Partners, Inc.401(k)

COR PARTNERS 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.21%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Cor Partners, Inc. reported $260,783 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $3,352 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.214%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 232nd-largest of 2,160 plans among Georgia employers on file, and the 797th of 4,798 in finance & insurance. In 2024, employees put in $2.16 for every $1.00 the employer contributed; active participation has grown from 1,020 to 1,422 since 2022.

Plan summary
Net assets, end of year$134,039,879
Participants with balances1,325
Active participants1,422
Employer contributions$4,766,805
Employee contributions$10,312,403
Employer contribution per active participant$3,352
Average account balance$101,162
Benefits paid to participants$9,197,890
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$134.0M · 1,325 accts · $4.8M emplr
2023$109.9M · 1,163 accts · $4.2M emplr
2022$78.1M · 861 accts · $3.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$151,504
Investment management$109,279
Total administrative$260,783
The Cor Partners, Inc. 401(k) match · 2024
Employer contribution per active participant$3,352
Median for plans this size$3,635
2024$3,352 per active participant
2023$3,199 per active participant
2022$3,033 per active participant

Cor Partners, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
EMPOWER ADVISORY GROUP, LLC · Investment management$65,517
NORTHWESTERN MUTUAL WEALTH MGMT CO · Investment advisory (plan)$43,762
QDRO CONSULTANTS CO, LLC · Consulting$1,200

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$260,783 · 0.21%
2023$204,703 · 0.22%
2022$180,091 · 0.21%
Same employer
Similar plansFinance & Insurance · Georgia
Georgia Farm Bureau Inc GA$226.5M · 0.08%
Delta Community Credit Union GA$163.5M · 0.05%
McLarens, LLC GA$99.1M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 822227211 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.