The Core Group 401(k) Plan
The Core Group, Inc., Jacksonville FL. Employer ID 010952323, plan number 001. Annual reports on file for 2013 to 2021.
Where the money went
Plans that moved money into this one:
- 2014: money from Hobby-whalen Marketing Inc Hobby-whalen Marketing, Inc. 2 moved in.
- 2015: money from J. Goodman & Associates, Inc. 401(k) Plan moved in.
- 2015: money from Marketsmart, Inc. 401(k) Plan moved in.
- 2016: money from Supreme Great Lakes Salary Savings Plan moved in.
- Filed 2013-2021The Core Group 401(k) Plan, The Core Group, Inc.
- 2021Assets transferred to Acosta, Inc. 401(k) Retirement Plan
- 2023Plan renumbered or taken over by a new sponsor to Acosta, Inc. 401(k) Retirement Plan
- TodayAcosta, Inc. 401(k) Retirement Plan still files. Fidelity Investments Institutional keeps the records. That is where to ask.
Records are kept by Fidelity Investments Institutional, per the 2024 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
- 2013: Another plan used the same employer ID and plan number, so records can get mixed up.
- 2021: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
- 2021: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2013 | 37 | — | Filing |
| 2014 | 51 | — | Filing |
| 2015 | 635 | — | Filing |
| 2016 | 400 | 0 | Filing |
| 2017 | 920 | 0 | Filing |
| 2018 | 633 | 0 | Filing |
| 2019 | 1,082 | 136 | Filing |
| 2020 | 747 | 157 | Filing |
| 2021 | 437 | 0 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.