Cocores Holdings, Llc D.b.a Ufinanical Group 401(k) Plan: Login, Facts & Contact Information
Cocores Holdings, Llc D.b.a Ufinanical Group 401(k) Login
23 former Cocores Holdings, Llc D.b.a Ufinanical Group employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Cocores Holdings, Llc D.b.a Ufinanical Group 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $864,846 went into the plan in contributions, $251,259 of it from the employer (29%).
- $762,977 was paid out to participants.
- Investment and other income added $731,640.
- Administrative expenses were $37,824, about $280 per account.
How the Cocores Holdings, Llc D.b.a Ufinanical Group 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 140 | $5.37 million | $110,616 | $386,482 |
| 2020 | 143 | $6.61 million | $143,766 | $199,965 |
| 2021 | 144 | $6.99 million | $140,194 | $1.04 million |
| 2022 | 144 | $6.12 million | $214,040 | $382,566 |
| 2023 | 146 | $7.45 million | $239,108 | $662,275 |
| 2024 | 140 | $8.25 million | $251,259 | $762,977 |
Cocores Holdings, Llc D.b.a Ufinanical Group 401(k) Contact Information
Questions about the Cocores Holdings, Llc D.b.a Ufinanical Group 401(k)
Does Cocores Holdings, Llc D.b.a Ufinanical Group contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $251,259, 29% of all contributions.
Does the Cocores Holdings, Llc D.b.a Ufinanical Group 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Cocores Holdings, Llc D.b.a Ufinanical Group 401(k) plan?
140 participants at the start of plan year 2024, 123 of them active employees, and 23 former employees who still had money in the plan.
What is the average 401(k) balance at Cocores Holdings, Llc D.b.a Ufinanical Group?
About $61,076 per account: $8.25 million in plan assets across 135 accounts with a balance at the end of plan year 2024.
Who manages the Cocores Holdings, Llc D.b.a Ufinanical Group 401(k) accounts?
Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Cocores Holdings, Llc D.b.a Ufinanical Group. How do I access my 401(k)?
Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.