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Original filing (PDF)20251009155119NAL0006843009001
COR PARTNERS, INC.
Form 5500
FILING_RECEIVED
COR PARTNERS 401(K) PLAN
401(k) retirement plan
Active participants
1,422
Accounts w/ balance
1,325
Plan assets (EOY)
$134.0M
Net assets (EOY)
$134.0M
How this plan invests
This plan
32 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
- 18 bps in Schedule C fees — 83% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COR PARTNERS, INC..
Plan sponsor
Name
COR PARTNERS, INC.
EIN
82-2227211
Address
5565 GLENRIDGE CONNECTOR, SUITE 900 · ATLANTA, GA · 30342
Phone
(678) 553-4412
Industry
Finance & Insurancesee 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
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
UHY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $135K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGER | $66K | — |
| NORTHWESTERN MUTUAL WEALTH MGMT CO | — | MILWAUKEE, WI | INVESTMENT ADVISOR | $44K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QDRO CONSULTANTS CO, LLC | — | MEDINA, OH | CONSULTING; OTHER | $1K | — |
Investments
32 direct securities· $134.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Inv | — | — | — | $15.7M | 11.7% | |
| Fidelity 500 Index | — | — | — | $14.6M | 10.9% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $13.6M | 10.2% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $11.7M | 8.8% | |
| Nuveen Large Cap Growth Index R6 | — | — | — | $8.7M | 6.5% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $8.4M | 6.3% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $7.8M | 5.8% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $6.5M | 4.9% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $5.2M | 3.9% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $4.8M | 3.6% | |
| Key Guaranteed Portfolio Fund | — | — | — | $3.7M | 2.8% | |
| Vanguard Value Index - Admiral | — | — | — | $3.3M | 2.4% | |
| Nuveen Core Plus Bond R6 | — | — | — | $2.7M | 2.0% | |
| Empower T. Rowe Price Mid Cap Gr Inst | — | — | — | $2.6M | 1.9% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $2.5M | 1.9% | |
| due at various dates through October 2034 | — | — | — | $2.4M | 1.8% | |
| Vanguard Small Cap Index Adm | — | — | — | $2.4M | 1.8% | |
| Fidelity Emerging Markets Index | — | — | — | $2.2M | 1.6% | |
| Vanguard Long-Term Investment Grade Adm | — | — | — | $2.1M | 1.6% | |
| Fidelity Inflation-Prot Bd Index | — | — | — | $2.0M | 1.5% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $1.9M | 1.4% | |
| Fidelity Mid Cap Index | — | — | — | $1.7M | 1.3% | |
| Vanguard Mid-Cap Value Index Admiral | — | — | — | $1.4M | 1.1% | |
| Vanguard Small Cap Value Index Admiral | — | — | — | $1.3M | 1.0% | |
| Party Identity of issuer, Description of investment including in borrower, lessor maturity date, rate of interest, Current Interest or similar party collateral, par or maturity value DFA Real Estate Securities I | — | — | — | $1.2M | 0.9% | |
| Vanguard International Growth Adm | — | — | — | $937K | 0.7% | |
| Janus Henderson Triton N | — | — | — | $804K | 0.6% | |
| Lord Abbett Bond Debenture R6 | — | — | — | $603K | 0.4% | |
| PGIM High Yield R6 | — | — | — | $503K | 0.4% | |
| Vanguard Target Retirement Income Inv | — | — | — | $323K | 0.2% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $237K | 0.2% | |
| I Fixed Account - Series Class I | — | — | — | $2K | <0.1% |