Plan Ledger DOL Form 5500 · updated monthly

Corerx, Inc.401(k)

CORERX, INC. 401(K) PLAN · CLEARWATER, FL · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Corerx, Inc. reported $5,400 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,151 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 553rd-largest of 3,644 plans among Florida employers on file, and the 3,289th of 13,661 in manufacturing. In 2024, employees put in $2.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$47,310,369
Participants with balances190
Active participants178
Employer contributions$382,808
Employee contributions$932,162
Employer contribution per active participant$2,151
Average account balance$249,002
Benefits paid to participants$778,383
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,400
Total administrative$5,400
The Corerx, Inc. 401(k) match · 2024
Employer contribution per active participant$2,151
Median for plans this size$2,416

Corerx, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20241
INSPERITY RETIREMENT SERVICES · Recordkeeping · Loan processing$5,400

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

Administrative cost history1
2024$5,400 · 0.01%
Same employer
Similar plansManufacturing · Florida
Berg Europipe Holding Corp. FL$55.7M · 0.13%
Sonny's Enterprises, LLC FL$54.4M · 0.43%
Gm Nameplate, Inc. FL$48.3M · 0.31%
Quirch Foods, Co. FL$46.3M · 0.45%
Bst Consultants. Inc. FL$44.3M · 0.38%
Palletone, Inc. FL$44.1M · 0.54%
Sparton Corporation FL$43.6M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204764272 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.