Corestates, Inc. Retirement Savings Plan
Sponsored by Corestates, Inc. · EIN 582484016 · Plan #003
- Total assets
- $37.4M
- Net assets
- $37.4M
- Active participants
- 412
- With balances
- 540
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Merrill Lynch Pierce Fenner Smith | Consulting (pension), Investment advisory (plan), Direct payment from the plan | $68,497 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $48,415 |
| N.A. Falcone & Associates, Inc. | Contract administrator, Direct payment from the plan, Other fees | $12,635 |