How big is Corecentric Solutions, Inc.'s plan?

Corecentric Solutions, Inc.'s plan reported $3.2M in assets and 180 participants for 2024.

Original filing (PDF)20250630162701NAL0006681923001

Corecentric Solutions, Inc.

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

Form 5500-SF

FILING_RECEIVED

Corecentric Solutions 401(k) Plan

401(k) retirement plan · Corecentric Solutions, Inc.'s Corecentric Solutions 401(k) Plan held $3.2M in plan assets for 180 participants in 2024.

Signals · 1

No auditor on file

Active participants

180

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Sarah Mariotti signed Corecentric Solutions, Inc.'s 2024 Form 5500 as plan administrator.

Sarah Mariotti — 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

Corecentric Solutions, Inc.'s EIN is 36-4034150.

EIN 36-4034150

Plan number 001

Plan year 2024

ACK ID 20250630162701NAL0006681923001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Corecentric Solutions, Inc.'s plan includes profit-sharing, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

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

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score