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Original filing (PDF)20251009072436NAL0015444162001
CORE, LLC
Form 5500
FILING_RECEIVED
CORE, LLC 401(K) SAFE HARBOR PLAN
401(k) retirement plan
Active participants
427
Accounts w/ balance
180
Plan assets (EOY)
$9.4M
Net assets (EOY)
$9.4M
How this plan invests
This plan
50 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 42% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORE, LLC.
Plan sponsor
Name
CORE, LLC
EIN
72-1392118
Address
10059 NORTH REIGER ROAD · BATON ROUGE, LA · 70809
Phone
—
Industry
Health Care & Social Assistancesee 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
2025-10-09
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)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INV ADVISOR (PART) | $4K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION LLC | 46-0570503 | BATON ROUGE, LA | TPA | $11K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISORS | 84-0858799 | EL SEGUNDO, CA | OTHER | $38K | — |
Investments
50 direct securities· $9.3M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2045 Fund - Class R6 Mutual Fund | — | — | — | $1.5M | 16.2% | |
| Nuveen Lifecycle Index 2040 Fund - Class R6 Mutual Fund | — | — | — | $1.5M | 15.7% | |
| Nuveen Lifecycle Index 2030 Fund - Class R6 Mutual Fund | — | — | — | $1.1M | 11.2% | |
| Nuveen Lifecycle Index 2020 Fund - Class R6 Mutual Fund | — | — | — | $790K | 8.4% | |
| Nuveen Lifecycle Index 2050 Fund - Class R6 Mutual Fund | — | — | — | $748K | 7.9% | |
| Nuveen Lifecycle Index 2055 Fund - Class R6 Mutual Fund | — | — | — | $420K | 4.5% | |
| Nationwide Fixed Select Option Fully Benefit-Responsive Investment Contract | — | — | — | $327K | 3.5% | |
| AB Large Cap Growth Fund – Class I Mutual Fund | — | — | — | $311K | 3.3% | |
| JPMorgan Equity Income R5 Fund Mutual Fund | — | — | — | $192K | 2.0% | |
| Nuveen Lifecycle Index 2025 Fund - Class R6 Mutual Fund | — | — | — | $181K | 1.9% | |
| American Funds New Perspective Fund – Class R6 Mutual Fund | — | — | — | $168K | 1.8% | |
| Artisan International Value Fund – Institutional Class Mutual Fund | — | — | — | $165K | 1.8% | |
| Nuveen Lifecycle Index 2035 Fund - Class R6 Mutual Fund | — | — | — | $160K | 1.7% | |
| American Funds American Balanced Fund – Class R6 Mutual Fund | — | — | — | $129K | 1.4% | |
| Nuveen Lifecycle Index 2060 Fund - Class R6 Mutual Fund | — | — | — | $125K | 1.3% | |
| Federated Hermes Government Obligations Fund – Premier Shares Mutual Fund ** 317 Fidelity 500 Index Fund Mutual Fund | — | — | — | $122K | 1.3% | |
| Vanguard Large Cap Index Fund Admiral Shares Mutual Fund | — | — | — | $108K | 1.1% | |
| Loomis Sayles Investment Grand Bond Fund Class Y Mutual Fund | — | — | — | $91K | 1.0% | |
| American Funds SMALLCAP World Fund – Class R6 Mutual Fund | — | — | — | $85K | 0.9% | |
| Hartford Core Equity R6 Fund Mutual Fund | — | — | — | $81K | 0.9% | |
| Macquarie Mid Cap Growth Fund - Class R6 Mutual Fund | — | — | — | $78K | 0.8% | |
| American Century Disciplined Core Value Fund Institutional Class Mutual Fund | — | — | — | $77K | 0.8% | |
| Neuberger Berman MC Intrinsic Value Fund Mutual Fund | — | — | — | $69K | 0.7% | |
| Dodge & Cox International Stock Fund Class I Mutual Fund | — | — | — | $55K | 0.6% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $55K | 0.6% | |
| Vanguard 500 Index Fund Admiral Shares Mutual Fund | — | — | — | $55K | 0.6% | |
| Goldman Sachs GQG Partners International Opportunity Fund Mutual Fund | — | — | — | $54K | 0.6% | |
| Nationwide Loomis All Cap Growth R6 Mutual Fund | — | — | — | $48K | 0.5% | |
| Avantis U.S. Large Cap Value Fund Mutual Fund | — | — | — | $46K | 0.5% | |
| JPMorgan Large Cap Growth R6 Fund Mutual Fund | — | — | — | $44K | 0.5% | |
| Avantis Emerging Markets Equity Fund - Institutional Class Mutual Fund | — | — | — | $43K | 0.5% | |
| PGIM High Yield A Mutual Fund | — | — | — | $38K | 0.4% | |
| Nuveen Lifecycle Index 2010 Fund - Class R6 Mutual Fund | — | — | — | $36K | 0.4% | |
| PGIM Total Return Bond Fund -Class A Mutual Fund | — | — | — | $30K | 0.3% | |
| Columbia Small Cap Growth Fund- Institutional 3 Class Mutual Fund | — | — | — | $26K | 0.3% | |
| Nuveen Lifecycle Index 2015 Fund - Class R6 Mutual Fund | — | — | — | $26K | 0.3% | |
| MFS Mid Cap Growth R6 Fund Mutual Fund | — | — | — | $26K | 0.3% | |
| Principal Global Real Estate Securities Fund – Class R6 Mutual Fund | — | — | — | $26K | 0.3% | |
| Diamond Hill Mid Cap Fund – Class I Mutual Fund | — | — | — | $25K | 0.3% | |
| Fidelity US Bond Index Fund Mutual Fund | — | — | — | $25K | 0.3% | |
| Legal & General Commodity Strategy Fund - Institutional Shares Mutual Fund | — | — | — | $21K | 0.2% | |
| PIMCO Commodity Real Return Strategy Fund Institutional Class Mutual Fund ** 9 PIMCO Income Fund Institutional Class Mutual Fund | — | — | — | $18K | 0.2% | |
| Blackrock High Yield Portfolio - Class K Mutual Fund | — | — | — | $17K | 0.2% | |
| PIMCO Real Return Fund Institutional Class Mutual Fund | — | — | — | $16K | 0.2% | |
| DFA Emerging Markets Core Equity 2 Portfolio – Institutional Class Mutual Fund ** 140 DFA U.S. Large Cap Value Portfolio – Institutional Class Mutual Fund | — | — | — | $15K | 0.2% | |
| Vanguard Explorer Fund Admiral Shares Mutual Fund | — | — | — | $13K | 0.1% | |
| Avantis U.S. Small Cap Value Fund - Institutional Class Mutual Fund | — | — | — | $13K | 0.1% | |
| BlackRock Total Return Fund – Class K Mutual Fund | — | — | — | $7K | <0.1% | |
| AB Global Bond Fund – Class I Mutual Fund ** 79 AB Global Bond Fund - Class Z Mutual Fund | — | — | — | $5K | <0.1% | |
| Nuveen Lifecycle Index 2065 Fund - Class R6 Mutual Fund | — | — | — | $3K | <0.1% |
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