Corcentric, Inc. 401(k) Plan
Sponsored by Corcentric, Inc. · EIN 223534008 · Plan #001
- Total assets
- $41.9M
- Net assets
- $41.8M
- Active participants
- 491
- With balances
- 642
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 |
|---|---|---|
| Form Wealth Advisors, Llc CRD 326519 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Forvis Wealth Advisors, Llc | Investment advisory (participants), Direct payment from the plan | $60,250 |
| John Hancock Life Insurance (Usa) | Recordkeeping, Direct payment from the plan | $1,042 |