Cora Services 403(b) Retirement Plan
Sponsored by Cora Services, Inc. · EIN 232323488 · Plan #001 · Philadelphia, PA
- Total assets
- $27.1M
- Net assets
- $27.1M
- Active participants
- 780
- With balances
- 480
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nfp Retirement Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $39,993 |
| American United Life Insurance Co | Participant loan processing, Participant communication, Direct payment from the plan | $6,305 |