Coretelligent Llc 401(k) Profit Sharing Plan And Trust
Sponsored by Coretelligent Llc · EIN 208407979 · Plan #001
- Total assets
- $12.6M
- Net assets
- $12.6M
- Active participants
- 239
- With balances
- 299
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $71,767 |
| Cbiz Cpas, P.C. | Accounting, Direct payment from the plan | $18,900 |
| Mma Securities Llc | Investment advisory (plan), Other fees | $0 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $12.6M | 239 | ack 20260617145343NAL0002918864001 |
| 01/01/2021 | $6.5M | 184 | ack 20250128152408NAL0023232176001 |
| 01/01/2020 | $3.9M | 153 | ack 20250128152254NAL0014664337001 |