How big is COR Partners, Inc.'s plan?

COR Partners, Inc.'s plan reported $134.0M in assets and 1,422 participants for 2024.

Original filing (PDF)20251009155119NAL0006843009001

COR Partners, Inc.

Name: COR Partners, Inc. — COR Partners 401(k) Plan, Form 5500 (2024)
Creator: COR Partners, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

COR Partners 401(k) Plan

401(k) retirement plan · COR Partners, Inc.'s COR Partners 401(k) Plan held $134.0M in plan assets for 1,422 participants in 2024, with Empower as recordkeeper.

Active participants

1,422

Accounts w/ balance

1,325

Plan assets (EOY)

$134.0M

Net assets (EOY)

$134.0M

Plan identifiers

COR Partners, Inc.'s EIN is 82-2227211.

EIN 82-2227211

Plan number 001

Plan year 2024

ACK ID 20251009155119NAL0006843009001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

COR Partners, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).

Plan sponsor

Name

COR PARTNERS, INC.

EIN

all filings

Address

5565 GLENRIDGE CONNECTOR, SUITE 900 · ATLANTA, GA · 30342

Phone

(678) 553-4412

Industry

Finance & Insurance

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

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

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS CO OF AMERICA	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$135K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MANAGER	$66K	—

Investments

31 direct securities· $132.8M(99% of reported assets)

Mutual Funds

$108.4M

24 holdings

Common Collective Trusts

$14.6M

1 holding

Other securities

$9.3M

5 holdings

U.S. Treasuries

$603K

1 holding

					% of plan
Vanguard Target Retirement 2045 Inv	Mutual Funds	—	—	$15.7M	11.7%
Fidelity 500 Index	Common Collective Trusts	—	—	$14.6M	10.9%
Vanguard Target Retirement 2035 Inv	Mutual Funds	—	—	$13.6M	10.2%
Vanguard Target Retirement 2030 Inv	Mutual Funds	—	—	$11.7M	8.8%
Nuveen Large Cap Growth Index R6	Mutual Funds	—	—	$8.7M	6.5%
Vanguard Target Retirement 2040 Inv	Mutual Funds	—	—	$8.4M	6.3%
Vanguard Target Retirement 2050 Inv	Mutual Funds	—	—	$7.8M	5.8%
Vanguard Target Retirement 2025 Inv	Mutual Funds	—	—	$6.5M	4.9%
Vanguard Developed Markets Index Admiral	Mutual Funds	—	—	$5.2M	3.9%
Vanguard Target Retirement 2055 Inv	Mutual Funds	—	—	$4.8M	3.6%
Key Guaranteed Portfolio Fund	Other securities	—	—	$3.7M	2.8%
Vanguard Value Index - Admiral	Mutual Funds	—	—	$3.3M	2.4%
Nuveen Core Plus Bond R6	Mutual Funds	—	—	$2.7M	2.0%
Empower T. Rowe Price Mid Cap Gr Inst	Other securities	—	—	$2.6M	1.9%
Vanguard Target Retirement 2020 Inv	Mutual Funds	—	—	$2.5M	1.9%
due at various dates through October 2034	Other securities	—	—	$2.4M	1.8%
Vanguard Small Cap Index Adm	Mutual Funds	—	—	$2.4M	1.8%
Fidelity Emerging Markets Index	Mutual Funds	—	—	$2.2M	1.6%
Vanguard Long-Term Investment Grade Adm	Mutual Funds	—	—	$2.1M	1.6%
Fidelity Inflation-Prot Bd Index	Mutual Funds	—	—	$2.0M	1.5%
Vanguard Target Retirement 2060 Inv	Mutual Funds	—	—	$1.9M	1.4%
Fidelity Mid Cap Index	Mutual Funds	—	—	$1.7M	1.3%
Vanguard Mid-Cap Value Index Admiral	Mutual Funds	—	—	$1.4M	1.1%
Vanguard Small Cap Value Index Admiral	Mutual Funds	—	—	$1.3M	1.0%
Vanguard International Growth Adm	Mutual Funds	—	—	$937K	0.7%
Janus Henderson Triton N	Mutual Funds	—	—	$804K	0.6%
Lord Abbett Bond Debenture R6	U.S. Treasuries	—	—	$603K	0.4%
PGIM High Yield R6	Other securities	—	—	$503K	0.4%
Vanguard Target Retirement Income Inv	Mutual Funds	—	—	$323K	0.2%
Vanguard Target Retirement 2065 Inv	Mutual Funds	—	—	$237K	0.2%
I Fixed Account - Series Class I	Other securities	—	—	$2K	<0.1%