Retirement plan

CORECIVIC 401(K) PLAN

Name: CORECIVIC OF TENNESSEE, LLC - CORECIVIC 401(K) PLAN (2025) Form 5500
Creator: CORECIVIC OF TENNESSEE, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CORECIVIC 401(K) PLAN, CORECIVIC OF TENNESSEE, LLC

CORECIVIC OF TENNESSEE, LLCEIN 62-1806755Plan #001PY 2025

5501 VIRGINIA WAY, SUITE 110 - BRENTWOOD, TN 37027615-263-3000LinkedIn10001+ employeestelecommunications

Prospect flagsLow assets / participantLow participant contributionFailed to transmit contributions

How to read this page

Total assets (EOY)

$507.7M

+11.9% from 2024

Total participants

14,843

+8.0% from 2024

Average account balance

$42,382

-5.4% from 2024

Annual return

14.02%

-3.17 pp from 2024

Benchmarks

See 151 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants>=10,000

Cohort151 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$507.74M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$42K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

11,980

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

74.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$44.13M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.02%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$75

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 6 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE2 years Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$541,787
ONEDIGITAL INVESTMENT ADVISORS LLC2 years Service code 13 · EIN 85-3439612 P.O. BOX 735399 · DALLAS, TX 753735399	Contract Administrator	$97,890
RESOURCES INVESTMENT ADVISORS LLC5 years Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 · EIN 43-1451524 4860 COLLEGE BOULEVARD SUITE 100 · OVERLAND PARK, KS 66211	Investment Management	$66,033
HOLLAND & KNIGHT3 years Filed as: HOLLAND & KNIGHT LLS Service code 29 · EIN 59-0663819 P.O. BOX 936937 · ATLANTA, GA 311936937	Legal	$30,262
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 30-1413443 PO BOX 7398 · MADISON, WI 537077398	Accounting	$17,650
HANCOCK ASKEW & CO., LLP11+ years Filed as: HANCOCK ASKEW Service code 10 · EIN 58-0662558 100 RIVERVIEW DRIVE · SAVANNAH, GA 31404	Accounting	$17,650

Plan features & details

Pension benefit codes2E2F2G2J2K2T3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$901K

$80 / participant

Recordkeeping$669K74.3%
Investment mgmt$164K18.2%
Legal$30K3.4%
Other / not subdivided$37K4.1%

% of EOY assets

0.177%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BAKER TILLY US, LLP
Auditor EIN: 301413443
Audit fees: $35,300
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$42,382

$166,271-74.5%

$66,674-36.4%

$166,271-74.5%

Participation rate

74.5%

79.1%-4.6pp

73.7%+0.8pp

79.1%-4.6pp

Annual return

14.02%

15.58%-1.6pp

321.24%-307.2pp

15.58%-1.6pp

Employer contribution / active EE

$1,957

$4,136-52.7%

$2,620-25.3%

$4,136-52.7%

Participant deferral / active EE

$1,972

$7,214-72.7%

$4,084-51.7%

$7,214-72.7%

Admin fee / account holder

$75

$445-83.1%

$5,098-98.5%

$445-83.1%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE2 years

Filed as: EMPOWER ANNUITY INS CO OF AMERICA

Service code 64 · EIN 84-0467907

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$541,787

ONEDIGITAL INVESTMENT ADVISORS LLC2 years

Service code 13 · EIN 85-3439612

P.O. BOX 735399 · DALLAS, TX 753735399

Contract Administrator

$97,890

RESOURCES INVESTMENT ADVISORS LLC5 years

Filed as: RESOURCES INVESTMENT ADVISORS, LLC

Service code 28 · EIN 43-1451524

4860 COLLEGE BOULEVARD SUITE 100 · OVERLAND PARK, KS 66211

Investment Management

$66,033

HOLLAND & KNIGHT3 years

Filed as: HOLLAND & KNIGHT LLS

Service code 29 · EIN 59-0663819

P.O. BOX 936937 · ATLANTA, GA 311936937

Legal

$30,262

BAKER TILLY US, LLP1 year

Filed as: BAKER TILLY US LLP

Service code 10 · EIN 30-1413443

PO BOX 7398 · MADISON, WI 537077398

Accounting

$17,650

HANCOCK ASKEW & CO., LLP11+ years

Filed as: HANCOCK ASKEW

Service code 10 · EIN 58-0662558

100 RIVERVIEW DRIVE · SAVANNAH, GA 31404

Accounting

$17,650

CORECIVIC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CORECIVIC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion