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Original filing (PDF)20250128152408NAL0023232176001
CORETELLIGENT LLC
Form 5500
FILING_RECEIVED
CORETELLIGENT LLC 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Signals · 3
Late filing · 26.4 mo~89 bps in Sched C feesNo recordkeeper disclosed
Active participants
184
Accounts w/ balance
218
Plan assets (EOY)
$6.5M
Net assets (EOY)
$6.5M
How this plan invests
This plan
18 pooled trusts
Schedule D
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 26.4 months past the 10.5-month grace window.
- 89 bps in Schedule C fees — 71% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORETELLIGENT LLC.
Plan sponsor
Name
CORETELLIGENT LLC
EIN
20-8407979
Address
34 SOUTHWEST PARK · WESTWOOD, MA · 020901548
Phone
(781) 247-4900
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2021-01-01
Tax period
2021-12-31
Filed
2025-01-28
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MAYER, HOOFMAN, MCCANN, CPA'S
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $58K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES INC | 41-0973005 | — | OTHER SERVICES | $0 | — |
Investments
2 direct securities · 18 pooled funds· $5.5M(85% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$4.7M
13 holdings
Pooled Separate Account
$756K
5 holdings
Uncategorized
$32K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFE TIME HYB 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.2M | 18.9% | |
| PRIN LIFE TIME HYB 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.2M | 17.6% | |
| PRIN LIFE TIME HYB 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $781K | 12.0% | |
| PRIN LIFE TIME HYB 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $549K | 8.4% | |
| PRIN LGCAP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $497K | 7.6% | |
| PRIN LIFE TIME HYB 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $395K | 6.1% | |
| PRIN LIFE TIME HYB 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $299K | 4.6% | |
| PRIN LIFE TIME HYB 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $137K | 2.1% | |
| PRIN LIFE TIME HYB 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 36-6447574 / PN 012 | Common Collective Trust | — | — | $136K | 2.1% | |
| PRIN MIDCAP 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $81K | 1.2% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $70K | 1.1% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $70K | 1.1% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | — | $38K | 0.6% | |
| PRIN LIFE TIME HYB 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $22K | 0.3% | |
| [DFE: PRINCIPAL LIFETIME HYBRID INCOME CIT (extraction pending)] | — | — | — | $19K | 0.3% | |
| PRIN LIFE TIME HYB INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $19K | 0.3% | |
| [DFE: PRINCIPAL LIFETIME HYBRID 2065 CIT (extraction pending)] | — | — | — | $12K | 0.2% | |
| PRIN LIFE TIME HYB 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $12K | 0.2% | |
| PRIN LIFE TIME HYB 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $4K | <0.1% | |
| PRIN LIFE TIME HYB 2010 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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