# Corelogic, INC. 401(k) Plan
Source: https://planprovider.pro/companies/corelogic-inc-401k-plan

> Corelogic, INC.'s 401(k) plan: 3,955 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/accelerate-retirement) — CONSULTANT

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [MOSS ADAMS](https://planprovider.pro/provider/milliman) — ACCOUNTANT/AUDITOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/corelogic-inc-401k-plan)

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