How big is Correlation Management, LLC's plan?

Correlation Management, LLC's plan reported $7.5M in assets and 10 participants for 2024.

Original filing (PDF)20250725152409NAL0006812705001

Correlation Management, LLC

Name: Correlation Management, LLC — Correlation Management, Form 5500 (2024)
Creator: Correlation Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Correlation Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Correlation Management, LLC's Correlation Management, LLC 401(k) Profit Sharing Plan held $7.5M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.5M

Net assets (EOY)

$7.5M

Plan identifiers

Correlation Management, LLC's EIN is 20-4584639.

EIN 20-4584639

Plan number 001

Plan year 2024

ACK ID 20250725152409NAL0006812705001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Correlation Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Correlation Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CORRELATION MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

CORRELATION MANAGEMENT, LLC

EIN

all filings

Address

9255 TOWNE CENTER DRIVE, SUITE 350 · SAN DIEGO, CA · 92121

Phone

(858) 412-8500

Industry

Finance & Insurance

Plan administrator