Cor Partners, Inc. 401(k) Review & Grade
Cor Partners 401(k) Plan
Atlanta, GAFinance & Insurance1,388 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$3,436Employer $ per active participant
$7,432Employee $ saved per active participant
0.21%Direct admin cost, % of plan assets
$134.0MNet plan assets, end of year
$101,162Average balance per account
Score breakdown
- Employer generosity23.5 / 5047th percentile for employer $ per participant
- Low cost13.0 / 2552th percentile for low admin cost vs. same-size plans
- Employee saving8.1 / 1554th percentile for employee $ per participant
- Plan features3 / 10Default investment
Total score48 / 100 · Grade C
This plan vs. peers
Peers: Finance & Insurance plans with 500–2,499 active participants (754 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 47th |
| Lower admin cost | 52th |
| Employee saving | 54th |
| Peers that auto-enroll | 62% |
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Red flags from the filing
No red flags were reported on this filing's compliance questions.
What to do if you're in this plan
- Cor Partners put in about $3,436 per active participant, below the typical peer ($3,606). Any match is still an instant return, so contribute enough to get all of it.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $4,766,805 |
| Participant (employee) contributions | $10,312,403 |
| Other contributions (incl. rollovers in) | $3,805,152 |
| Administrative expenses paid from the plan | $260,783 |
| Investment advisory & management fees | $109,279 |
| Benefits paid out | $9,197,890 |
| Net assets, start / end of year | $109.9M / $134.0M |
| Active participants, start / end of year | 1,353 / 1,422 |
| Participants with account balances | 1,325 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Uhy LLP |
Largest service providers (Schedule C)
| Empower Annuity Ins Co of America | $135,066 reported compensation |
| Empower Advisory Group, LLC | $65,517 reported compensation |
| Northwestern Mutual Wealth Mgmt Co | $43,762 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20251009155119NAL0006843009001, received 2025-10-09, EIN 82-2227211, plan #001, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.