Plan Snapshot
- Plan Sponsor: Costar Realty Information, INC.
- Sponsor EIN: 522134617
- Sponsor Address: 1201 WILSON BLVD., ARLINGTON, VA, 22209
- Plan Type: 401(k)
- Total Participants: 5,808
- Total Assets: $752.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 5,808 | $752.9M | $26.1M | $61.5M |
| 2023 | 5,398 | $616.1M | $26.9M | $54.8M |
| 2022 | 5,010 | $464.6M | $22.1M | $45.5M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $420,130 | — | $420,130 |
| GRANT THORNTON LLP | NONE | $29,400 | — | $29,400 |
| AON | NONE | $19,668 | — | $19,668 |
| CCG WEALTH MANAGEMENT LLC | NONE | $10,350 | — | $10,350 |
| FISHER INVESTMENTS | NONE | $7,812 | — | $7,812 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — NONE
- FISHER INVESTMENTS — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $487,360
- Estimated Expense Ratio: 0.065% 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 | $855,039 | — | — | $29,400 | — |
| 2023 | $816,462 | — | — | $26,250 | — |
| 2022 | $1,179,061 | — | — | — | $71,250 |