Department of Labor filing

CORCENTRIC, INC.

CORCENTRIC, INC. 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 13, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

43filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$1,421

Reported employer contributions per active participant.

Higher than about 35% of comparable plans

#People in the filing

491

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$110 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 62% of comparable plans

↗Investment performance

Not available

Plan assets changed 26.9%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202443out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions35th percentileTypical peer $1,905 · based on 234 comparable plans

Lower reported administrative expense62nd percentileTypical peer $142 · based on 240 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, CORCENTRIC, INC. reported $697,665 in employer contributions across the plan and 491 active participants. That works out to $1,421 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy71%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 194.8%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 4.3%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context43/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $697,665
Participant contributions: $3,975,664
Other contributions: $1,761,157
Employer share of reported contributions: 14.9%
Beginning assets: $32,984,568
Ending assets: $41,860,969
Ending net assets: $41,761,291
Ending liabilities: $99,678
Total income: $11,654,008
Total expenses: $2,861,464
Administrative expenses: $75,100
Participant loans: $419,039

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$482

2023

$1,305

2024

$1,421

Plan-paid administrative expenses per participant

2022

$106

2023

$114

2024

$110

Active participants

2022

485

2023

501

2024

491

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,421	491	41.9M	20251013160515NAL0003603250001
2023	$1,305	501	33M	20241015171059NAL0029214145001
2022	$482	485	25.4M	20231006164244NAL0023585297001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 223534008-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2000
Industry: Transportation and warehousing
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2K2S2T3D3H

Current plan terms

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Filing ACK_ID20251013160515NAL0003603250001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗