Plan Ledger DOL Form 5500 · updated monthly

Core, LLC401(k)

CORE, LLC 401(K)PLAN · BATON ROUGE, LA · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Core, LLC reported $45,153 in plan administrative expenses for 2024: 0.50% of average plan assets, below the peer median. Employer contributions averaged $889 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 0.50%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Louisiana (450th of 884), and the 5,895th of 11,911 in health care & social assistance. In 2024, employees put in $2.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,415,257
Participants with balances180
Active participants427
Employer contributions$379,410
Employee contributions$762,169
Employer contribution per active participant$889
Average account balance$52,307
Benefits paid to participants$1,354,481
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.4M · 180 accts · $379K emplr
2023$8.6M · 181 accts · $354K emplr
2022$7.3M · 192 accts · $372K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,153
Total administrative$45,153
The Core, LLC 401(k) match · 2024
Employer contribution per active participant$889
Median for plans this size$1,313
2024$889 per active participant
2023$919 per active participant
2022$874 per active participant

Core, LLC's 2024 employer contribution ran below the $1,313 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
CETERA ADVISORS$38,139
SENTINEL PENSION LLC · Plan administrator$11,484
PROACCOUNT · Investment advisory (participants)$3,595
NATIONWIDE · Contract administrator$1,440

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$45,153 · 0.50%
2023$43,216 · 0.54%
2022$38,787 · 0.51%
Same employer
Similar plansHealth Care & Social Assistance · Louisiana
Seaside Healthcare, Inc. LA$10.0M · 1.54%
Savoy Medical Center LA$9.0M · 0.13%
Regional Urology, LLC LA$9.0M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 721392118 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.