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Original filing (PDF)20250926123027NAL0009403857001
CORE4CE, LLC
Form 5500
FILING_RECEIVED
CORE4CE 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
606
Accounts w/ balance
562
Plan assets (EOY)
$39.8M
Net assets (EOY)
$39.8M
How this plan invests
This plan
2 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 39 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORE4CE, LLC.
Plan sponsor
Name
CORE4CE, LLC
EIN
45-3079311
Address
2456 REMOUNT RD · STE 305-A · NORTH CHARLESTON, SC · 294066189
Phone
(571) 278-8758
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-09-26
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | — | INVESTMENT ADVISORY | $29K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $126K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
29 direct securities · 2 pooled funds· $39.8M(100% 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.
Registered Investment Companies
$37.6M
27 holdings
Uncategorized
$2.2M
2 holdings
Pooled Separate Account
$0
1 holding
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T.Rowe Price Bl Chip Gr I Fd | Registered Investment Companies | — | — | $3.8M | 9.4% | |
| Vanguard Tgt Rmt 2050 Inv Fund | Registered Investment Companies | — | — | $3.4M | 8.6% | |
| Vanguard Tgt Rmt 2055 Inv Fund | Registered Investment Companies | — | — | $3.4M | 8.5% | |
| PGIM Total Ret Bond R6 Fd | Registered Investment Companies | — | — | $3.2M | 8.0% | |
| Vanguard Tgt Rmt 2060 Inv Fund | Registered Investment Companies | — | — | $3.0M | 7.6% | |
| Vanguard Tgt Rmt 2065 Inv Fund | Registered Investment Companies | — | — | $2.9M | 7.4% | |
| Vanguard Tgt Rmt 2070 Inv Fund | Registered Investment Companies | — | — | $2.3M | 5.7% | |
| Vanguard Tgt Rmt 2040 Inv Fund | Registered Investment Companies | — | — | $2.3M | 5.7% | |
| Vanguard Tgt Rmt 2035 Inv Fund | Registered Investment Companies | — | — | $1.6M | 3.9% | |
| PIMCO REAL RETURN INSTL FUND | Registered Investment Companies | — | — | $1.5M | 3.8% | |
| MFS Intl Diversification R6 Fd | Registered Investment Companies | — | — | $1.2M | 3.1% | |
| Vanguard Tgt Rmt 2045 Inv Fund | Registered Investment Companies | — | — | $1.2M | 3.0% | |
| PIMCO Income Institutional Fd | Registered Investment Companies | — | — | $1.2M | 2.9% | |
| Participant Loans | — | — | — | $1.2M | 2.9% | |
| Prin Fixed Inc Guar Option | — | — | — | $1.1M | 2.7% | |
| Fidelity Mid Cp Index Fund | Registered Investment Companies | — | — | $913K | 2.3% | |
| Fidelity Sm Cap Index Fund | Registered Investment Companies | — | — | $829K | 2.1% | |
| Vanguard Tgt Rmt 2030 Inv Fund | Registered Investment Companies | — | — | $717K | 1.8% | |
| Fidelity US Bond Index Fund | Registered Investment Companies | — | — | $691K | 1.7% | |
| ClearBridge Sm Cp Gr IS Fund | Registered Investment Companies | — | — | $674K | 1.7% | |
| Vanguard Tgt Rmt 2025 Inv Fund | Registered Investment Companies | — | — | $614K | 1.5% | |
| Fidelity International Idx Fd | Registered Investment Companies | — | — | $538K | 1.3% | |
| DFA US Targeted Value I Fund | Registered Investment Companies | — | — | $465K | 1.2% | |
| FIDELITY 500 INDEX FUND | Registered Investment Companies | — | — | $408K | 1.0% | |
| Carillon Eagle MidCaGwth R6 Fd | Registered Investment Companies | — | — | $317K | 0.8% | |
| Vanguard Tgt Rmt 2020 Inv Fund | Registered Investment Companies | — | — | $227K | 0.6% | |
| Vanguard Tgt Rmt Inc Inv Fund | Registered Investment Companies | — | — | $117K | 0.3% | |
| Vanguard Equity-Inc Adm Fund | Registered Investment Companies | — | — | $74K | 0.2% | |
| American Centur Mid-Cap Val R6 | Registered Investment Companies | — | — | $22K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK EQTY INDEX CL R FD GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |