How big is Core Linen Services, Inc.'s plan?

Core Linen Services, Inc.'s plan reported $7.4M in assets and 2,385 participants for 2024.

Original filing (PDF)20250925145607NAL0009885280001

Core Linen Services, Inc.

Name: Core Linen Services, Inc. — Core Linen Services, Form 5500 (2024)
Creator: Core Linen Services, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Core Linen Services, Inc. 401(k) Plan

401(k) retirement plan · Core Linen Services, Inc.'s Core Linen Services, Inc. 401(k) Plan held $7.4M in plan assets for 2,385 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

~77 bps in Sched C fees

Active participants

2,385

Accounts w/ balance

299

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

People on this filing

Stacy Welch signed Core Linen Services, Inc.'s 2024 Form 5500 as plan administrator.

Stacy Welch — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Core Linen Services, Inc.'s EIN is 16-1671901.

EIN 16-1671901

Plan number 001

Plan year 2024

ACK ID 20250925145607NAL0009885280001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Core Linen Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Core Linen Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CORE LINEN SERVICES, INC..

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).
Bottom-decile employer contributions per participant (7th percentile).

Plan sponsor

Name

CORE LINEN SERVICES, INC.

EIN

all filings

Address

8936 NORTHPOINTE EXECUTIVE DRIVE · SUITE 100 · HUNTERSVILLE, NC · 28078

Phone

(980) 337-4991

Industry

Other Services (ex. Public Admin)

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

2025-09-25

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)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$40K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
INTELLIGENCE DRIVEN ADVISERS LLC	83-2499358	—	ADVISOR	$17K	—

Investments

29 direct securities· $6.9M(93% of reported assets)

Mutual Funds

$5.9M

20 holdings

Other securities

$854K

3 holdings

Common Collective Trusts

$154K

6 holdings

					% of plan
Fidelity Investments Fidelity Freedom Index 2035 Fund	Mutual Funds	—	—	$1.2M	16.6%
Fidelity Investments Fidelity Freedom Index 2030 Fund	Mutual Funds	—	—	$966K	13.1%
Fidelity Investments Fidelity Freedom Index 2025 Fund	Mutual Funds	—	—	$932K	12.7%
JPMorgan Large Cap Growth Fund	Other securities	—	—	$752K	10.2%
Fidelity Investments Fidelity Freedom Index 2045 Fund	Mutual Funds	—	—	$564K	7.7%
Fidelity Investments Fidelity Freedom Index 2040 Fund	Mutual Funds	—	—	$542K	7.4%
Fidelity Investments Fidelity Freedom Index 2050 Fund	Mutual Funds	—	—	$469K	6.4%
Fidelity Investments Fidelity Freedom Index 2020 Fund	Mutual Funds	—	—	$370K	5.0%
Money market fund * Fidelity Investments Fidelity Government Money Market Fund	Mutual Funds	—	—	$326K	4.4%
s (continued) * Fidelity Investments Fidelity Freedom Index 2055 Fund	Mutual Funds	—	—	$254K	3.5%
Columbia Dividend Income Fund	Other securities	—	—	$95K	1.3%
BlackRock iShares Russell 1000 Large Cap Index Fund	Common Collective Trusts	—	—	$84K	1.1%
Fidelity Investments Fidelity Freedom Index 2060 Fund	Mutual Funds	—	—	$77K	1.1%
Fidelity Investments Fidelity Freedom Index 2015 Fund	Mutual Funds	—	—	$45K	0.6%
BlackRock iShares Russell Mid Cap Index Fund	Common Collective Trusts	—	—	$34K	0.5%
Fidelity Investments Fidelity Freedom Index 2065 Fund	Mutual Funds	—	—	$28K	0.4%
Fidelity Investments Fidelity Emerging Markets Index Fund	Common Collective Trusts	—	—	$19K	0.3%
MFS Investment MFS International Growth Fund	Mutual Funds	—	—	$18K	0.3%
Putnam Investments Putnam Small Cap Growth Fund	Mutual Funds	—	—	$15K	0.2%
Fidelity Investments Franklin Small Cap Value Fund	Mutual Funds	—	—	$14K	0.2%
BlackRock iShares MSCI EAFE International Index Fund	Common Collective Trusts	—	—	$9K	0.1%
Dimensional Fund Advisors DFA Global Real Estate Securities Portfolio	Mutual Funds	—	—	$9K	0.1%
Brandywine Global Brandywine Global High Yield Fund	Other securities	—	—	$7K	<0.1%
American Funds American Funds The Bond Fund of America	Mutual Funds	—	—	$7K	<0.1%
BlackRock iShares Russell 2000 Small Cap Index Fund	Common Collective Trusts	—	—	$6K	<0.1%
American Funds American Funds Capital World Bond Fund	Mutual Funds	—	—	$3K	<0.1%
Fidelity Investments Fidelity Short-Term Bond Index Fund	Common Collective Trusts	—	—	$2K	<0.1%
Fidelity Investments Fidelity Freedom Index Income Fund	Mutual Funds	—	—	$2K	<0.1%
Fidelity Investments Fidelity Freedom Index 2010 Fund	Mutual Funds	—	—	$1K	<0.1%