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Original filing (PDF)20251014150607NAL0001555619001
CORE POWER YOGA, LLC
Form 5500
FILING_RECEIVED
CORE POWER YOGA, LLC EMPLOYEE SAVINGS TRUST
401(k) retirement plan
Signals · 2
33% in single holding9 service providers
Active participants
8,034
Accounts w/ balance
339
Plan assets (EOY)
$4.9M
Net assets (EOY)
$4.9M
How this plan invests
This plan
1 pooled trust
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
83
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Top holding "T. Rowe Price** Retirement 2050 Fund" is 33% of plan.
- Only 4% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (2 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORE POWER YOGA, LLC.
Plan sponsor
Name
CORE POWER YOGA, LLC
EIN
81-0653514
Address
3001 BRIGHTON BLVD · SUITE 269 · DENVER, CO · 80216
Phone
(303) 863-9642
Industry
Arts, Entertainment, Recreationsee 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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | RECORDKEEPER | $1K | — |
Other
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRUDENTIAL JENNISON | 22-3703799 | — | NONE | $0 | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| INVESCO | 26-4521338 | — | NONE | $0 | — |
| EAGLEASSET | 59-3171014 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| FRANKLIN TEMPLETON | 13-2670991 | — | NONE | $0 | — |
| COHEN & STEERS FUNDS | 14-1904657 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
Investments
29 direct securities · 1 pooled fund· $5.0M(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.
Uncategorized
$4.9M
29 holdings
Common Collective Trust
$40K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price** Retirement 2050 Fund | — | — | — | $1.6M | 33.4% | |
| T. Rowe Price** Retirement 2055 Fund | — | — | — | $861K | 17.4% | |
| T. Rowe Price** Retirement 2045 Fund | — | — | — | $508K | 10.3% | |
| T. Rowe Price** Retirement 2035 Fund | — | — | — | $332K | 6.7% | |
| T. Rowe Price** Retirement 2040 Fund | — | — | — | $252K | 5.1% | |
| T. Rowe Price** Retirement 2060 Fund | — | — | — | $245K | 5.0% | |
| T. Rowe Price** Equity Index 500 | — | — | — | $215K | 4.3% | |
| T. Rowe Price** Retirement 2030 Fund | — | — | — | $162K | 3.3% | |
| T. Rowe Price** Blue Chip Growth Fund | — | — | — | $88K | 1.8% | |
| T. Rowe Price** International Equity Index | — | — | — | $77K | 1.6% | |
| T. Rowe Price** Retirement 2020 Fund * 51 T. Rowe Price** Retirement 2025 Fund | — | — | — | $68K | 1.4% | |
| JPMorgan Mid-Cap Value Fund L | — | — | — | $52K | 1.1% | |
| Oppenheimer Developing Markets Y Fund | — | — | — | $52K | 1.0% | |
| Oppenheimer Discovery I Fund | — | — | — | $45K | 0.9% | |
| T. Rowe Price** Government Money Fund * 22 T. Rowe Price** International Discovery Fund | — | — | — | $43K | 0.9% | |
| T. Rowe Price** Common/collective trust fund - Stable Value Fund | — | — | — | $40K | 0.8% | |
| TRP ST VAL COMMON TRUST FUND T ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $40K | 0.8% | |
| Fidelity Small Cap Index | — | — | — | $39K | 0.8% | |
| Carillon Eagle Mid Cap Growth R6 | — | — | — | $34K | 0.7% | |
| T. Rowe Price** Retirement 2065 Fund | — | — | — | $30K | 0.6% | |
| T. Rowe Price** US Bond Index Fund | — | — | — | $23K | 0.5% | |
| March 2047 - | — | — | — | $23K | 0.5% | |
| T. Rowe Price** Value Fund | — | — | — | $19K | 0.4% | |
| Franklin Small Cap Value | — | — | — | $18K | 0.4% | |
| Prudential Total Return Bond Fund Q | — | — | — | $15K | 0.3% | |
| T. Rowe Price** Extended Equity Market Index Fund | — | — | — | $15K | 0.3% | |
| PIMCO All Asset Fund, Institutional Class | — | — | — | $14K | 0.3% | |
| T. Rowe Price** Overseas Stock Fund | — | — | — | $9K | 0.2% | |
| PIMCO Income Fund Institutional | — | — | — | $8K | 0.2% | |
| Cohen & Steers Institutional Realty Shares | — | — | — | $5K | <0.1% |