Plan Ledger DOL Form 5500 · updated monthly

Core Dc LLC401(k)

CORE DC LLC · WASHINGTON, DC · plan year 2023

Reported admin expense ratio · 2023
0.88%

Core Dc LLC reported $2,901 in plan administrative expenses for 2023: 0.88% of average plan assets, below the peer median. 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 1 year on file its reported administrative ratio rose from 0.88% to 4.00%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in District of Columbia (606th of 618), and 11,426th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$434,081
Participants with balances224
Active participants134
Employer contributions—
Employee contributions$187,685
Employer contribution per active participant—
Average account balance$1,938
Benefits paid to participants$25,813
Plan auditUnmodified (clean) audit opinion
AuditorGARY A GLASS CPA PC
Plan history2
Yearassets · accounts · employer contribution
2024$430K · 209 accts
2023$434K · 224 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,901
Total administrative$2,901
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
ADP INC. · Loan processing · Recordkeeping$2,901

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

Recordkeeper by year2
2024ADP
2023ADP

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Administrative cost history2
2024$17,295 · 4.00%
2023$2,901 · 0.88%
Similar plansHealth Care & Social Assistance · District of Columbia
N Street Village, Inc DC$1.2M · 0.02%
Aspen Medical USA Inc DC$828K · 0.10%
Dc Health Care Inc DC$687K · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474255238 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.