Plan Ledger DOL Form 5500 · updated monthly

Corelation, Inc.401(k)

CORELATION, INC. 401(K) PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

Corelation, Inc. reported $153,707 in plan administrative expenses for 2024: 0.64% of average plan assets, higher than ~90% of peers. Employer contributions averaged $5,185 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 2 years on file its reported administrative ratio fell from 0.70% to 0.64%. 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 2,823rd-largest of 9,483 plans among California employers on file, and the 4,374th of 11,654 in professional & technical services. In 2024, employees put in $1.30 for every $1.00 the employer contributed; active participation has grown from 308 to 418 since 2022.

Plan summary
Net assets, end of year$28,110,619
Participants with balances430
Active participants418
Employer contributions$2,167,447
Employee contributions$2,811,823
Employer contribution per active participant$5,185
Average account balance$65,374
Benefits paid to participants$598,540
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.1M · 430 accts · $2.2M emplr
2023$19.8M · 368 accts · $1.7M emplr
2022$14.4M · 325 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$37,331
Investment management$116,376
Total administrative$153,707
The Corelation, Inc. 401(k) match · 2024
Employer contribution per active participant$5,185
Median for plans this size$2,416
2024$5,185 per active participant
2023$4,736 per active participant
2022$4,820 per active participant

Corelation, Inc.'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 · 20242
ASCENSUS LLC · Loan processing · Recordkeeping$37,331
WELLS FARGO ADVISORS. · Investment advisory (plan)$116,376

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$153,707 · 0.64%
2023$114,206 · 0.67%
2022$97,538 · 0.70%
Same employer
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Albert & Mackenzie, LLP CA$28.3M · 0.84%
Gursey Schneider LLP CA$28.3M · 0.27%
Lyell Immunopharma, Inc. CA$28.3M · 0.20%
Vectra Ai, Inc. CA$28.1M · 0.22%
Edison Energy Group, Inc. CA$28.1M · 0.07%
Co Architects CA$28.0M · 0.34%
Institute for the Future CA$27.8M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261165702 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.