· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WONDERWARE, INC. DBA CORE BUSINE — CORE 401(K) SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250617153251NAL0001919793001
WONDERWARE, INC. DBA CORE BUSINE
Form 5500-SF
FILING_RECEIVED
CORE 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
83
Accounts w/ balance
107
Plan assets (EOY)
$15.4M
Net assets (EOY)
$15.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WONDERWARE, INC. DBA CORE BUSINE
.
Find decision makers
Plan sponsor
Name
WONDERWARE, INC. DBA CORE BUSINE
EIN
05-0427143
Address
950 WARREN AVENUE, SUITE 400 · EAST PROVIDENCE, RI · 02914
Phone
(866) 567-2673
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
OHANAHOU, INC.
OHANAHOU, INC. 401(K) PLAN
$15.5M · 23 participants
NTH GENERATION COMPUTING, INC.
NTH GENERATION COMPUTING, INC. 401(K) RETIREMENT SAVINGS PLAN
$15.5M · 78 participants
RPI CONSULTANTS, LLC
RPI CONSULTANTS, LLC RETIREMENT PLAN
$15.5M · 116 participants
PLEX SOLUTIONS, LLC
PLEX SOLUTIONS, LLC 401(K) PLAN
$15.5M · 139 participants
THE THIRD FLOOR, INC.
THE THIRD FLOOR, INC. 401(K) PLAN
$15.5M · 198 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
GLOBAL DATA CONSULTANTS, LLC
GLOBAL DATA CONSULTANTS, LLC 401K P/S PLAN
$15.6M · 252 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B
