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Original filing (PDF)20251014094022NAL0001186915003
CORTECH, LLC
Form 5500
FILING_RECEIVED
CORTECH, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
~196 bps in Sched C fees
Active participants
3,655
Accounts w/ balance
6,468
Plan assets (EOY)
$7.3M
Net assets (EOY)
$7.3M
How this plan invests
This plan
27 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)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 196 bps in Schedule C fees — 277% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORTECH, LLC.
Plan sponsor
Name
CORTECH, LLC
EIN
58-2449456
Address
710 MORGAN FALLS ROAD · ATLANTA, GA · 30350
Phone
(770) 671-0444
Industry
Admin Support & Waste Mgmtsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SEAY & WEISSINGER, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA INSURANCE COMPANY | 36-6071399 | — | RECORDKEEPER | $94K | — |
| NOVA 401(K) ASSOCIATES LP | 20-1181458 | — | RECORDKEEPER | $40K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEAY & WEISSINGER, LLC | 61-1663588 | — | AUDITOR | $10K | — |
Investments
4 direct securities · 27 pooled funds· $7.7M(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.
Pooled Separate Account
$7.0M
27 holdings
Uncategorized
$746K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TA LIFEGOAL 2030 BLKROCK RETACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 674 | Pooled Separate Account | — | — | $1.7M | 22.5% | |
| TA LIFEGOAL 2060 BLKRCK RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 818 | Pooled Separate Account | — | — | $1.5M | 20.6% | |
| TA LIFEGOAL 2055 BLKRCK RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 679 | Pooled Separate Account | — | — | $562K | 7.7% | |
| TA LIFEGOAL 2050 BLKRCK RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 678 | Pooled Separate Account | — | — | $436K | 5.9% | |
| Transamerica LifeGoal with BlackRock Retirement Account Pooled Separate Account | — | — | — | $408K | 5.6% | |
| TA LIFEGOAL RET BLKROCK RETACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 680 | Pooled Separate Account | — | — | $408K | 5.6% | |
| TA LIFEGOAL 2045 BLKRCK RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 677 | Pooled Separate Account | — | — | $401K | 5.5% | |
| MORGAN STANLEY GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 305 | Pooled Separate Account | — | — | $309K | 4.2% | |
| VICTORY EST VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 608 | Pooled Separate Account | — | — | $301K | 4.1% | |
| TA LIFEGOAL 2035 BLKROCK RETACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 675 | Pooled Separate Account | — | — | $287K | 3.9% | |
| TA LIFEGOAL 2025 BLKROCK RET ACT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 673 | Pooled Separate Account | — | — | $274K | 3.7% | |
| TA LIFEGOAL 2040 BLKROCK RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 676 | Pooled Separate Account | — | — | $270K | 3.7% | |
| Transamerica Stable Value Advantage Account Stable Value Fund | — | — | — | $261K | 3.6% | |
| AMERICAN FDS NEW PERSPECTIVE RT ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 255 | Pooled Separate Account | — | — | $87K | 1.2% | |
| to 10.50% | — | — | — | $73K | 1.0% | |
| TA PARTNERS STOCK INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $72K | 1.0% | |
| PIONEER SELECT MID CAP GR RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 738 | Pooled Separate Account | — | — | $72K | 1.0% | |
| INVESCO DIVERSIFIED DVD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 574 | Pooled Separate Account | — | — | $69K | 0.9% | |
| LOOMIS SAYLES INV GRADE BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 094 | Pooled Separate Account | — | — | $65K | 0.9% | |
| AEGON BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 310 | Pooled Separate Account | — | — | $48K | 0.6% | |
| VANGUARD SMALL-CAP INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 132 | Pooled Separate Account | — | — | $47K | 0.6% | |
| AEGON US HIGH YIELD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 724 | Pooled Separate Account | — | — | $31K | 0.4% | |
| AMERICAN CENTURY GOVT BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 413 | Pooled Separate Account | — | — | $25K | 0.3% | |
| AEGON BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 312 | Pooled Separate Account | — | — | $24K | 0.3% | |
| VANGUARD REIT IDX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $17K | 0.2% | |
| JANUS TRITON RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 578 | Pooled Separate Account | — | — | $17K | 0.2% | |
| SSGA S&P MID CAP IDX RT ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $8K | 0.1% | |
| Cash Interest bearing cash | — | — | — | $4K | <0.1% | |
| TA LIFEGOAL 2065 BLKROCK RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 403 | Pooled Separate Account | — | — | $1K | <0.1% | |
| TEMPLETON GLOBAL BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 350 | Pooled Separate Account | — | — | $1K | <0.1% | |
| DFA U.S. TGTD VAL PORTFOLIO RT ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 527 | Pooled Separate Account | — | — | $304 | <0.1% |
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