Plan Snapshot
- Plan Sponsor: Corelogic, INC.
- Sponsor EIN: 951068610
- Sponsor Address: 40 PACIFICA, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 3,955
- Total Assets: $779.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,955 | $779.0M | $15.3M | $37.8M |
| 2023 | 3,765 | $685.5M | $12.3M | $34.5M |
| 2022 | 3,964 | $600.6M | $14.4M | $33.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| NFP RETIREMENT | CONSULTANT | $85,000 | — | $85,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $67,177 | — | $67,177 |
| MOSS ADAMS | ACCOUNTANT/AUDITOR | $5,250 | — | $5,250 |
| BAKER TILLY US, LLP | Auditor | $5,250 | — | $5,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NFP RETIREMENT — CONSULTANT
- STRATEGIC ADVISORS, INC. — ADVISOR
- MOSS ADAMS — ACCOUNTANT/AUDITOR
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $162,677
- Estimated Expense Ratio: 0.021% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $19,370 | $67,177 | $1,200 | $5,250 | — |
| 2023 | -$193,711 | $161,113 | $3,600 | $29,400 | — |
| 2022 | -$452,654 | $37,106 | — | — | — |