Plan Ledger DOL Form 5500 · updated monthly

CORE4CE, LLC401(k)

CORE4CE 401(K) PLAN · NORTH CHARLESTON, SC · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

CORE4CE, LLC reported $155,713 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $4,962 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 0.44%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 146th-largest of 807 plans among South Carolina employers on file, and the 3,312th of 11,654 in professional & technical services. In 2024, employees put in $1.50 for every $1.00 the employer contributed; active participation has grown from 487 to 606 since 2022.

Plan summary
Net assets, end of year$39,839,651
Participants with balances562
Active participants606
Employer contributions$3,006,969
Employee contributions$4,496,731
Employer contribution per active participant$4,962
Average account balance$70,889
Benefits paid to participants$5,740,190
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.8M · 562 accts · $3.0M emplr
2023$30.4M · 585 accts · $2.7M emplr
2022$20.8M · 563 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$126,367
Investment management$29,346
Total administrative$155,713
The CORE4CE, LLC 401(k) match · 2024
Employer contribution per active participant$4,962
Median for plans this size$2,416
2024$4,962 per active participant
2023$5,589 per active participant
2022$4,436 per active participant

CORE4CE, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$126,367
USI ADVISORS, INC. · Investment advisory (plan)$29,346
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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$155,713 · 0.44%
2023$123,431 · 0.48%
2022$91,869 · 0.46%
Similar plansProfessional & Technical Services · South Carolina
Esp Associates, Inc. SC$42.1M · 0.23%
Atlas Technologies, Inc. SC$41.4M · 0.41%
Css LLC SC$40.0M · 0.30%
VC3, Inc. SC$33.4M · 0.61%
Davis & Floyd, Inc SC$32.3M · 0.43%
McMillan Pazdan Smith, LLC SC$32.0M · 0.69%
Orbis Sibro, Inc. SC$31.8M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453079311 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.