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Original filing (PDF)20251016091816NAL0012824946001
CORERX, INC.
Form 5500
FILING_RECEIVED
CORERX, INC. 401(K) PLAN
401(k) retirement plan
Active participants
178
Accounts w/ balance
190
Plan assets (EOY)
$47.3M
Net assets (EOY)
$47.3M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORERX, INC..
Plan sponsor
Name
CORERX, INC.
EIN
20-4764272
Address
14205 MYERLAKE CIR · CLEARWATER, FL · 33760
Phone
(727) 259-6950
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-16
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
TORRILLO & ASSOCIATES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSPERITY RETIREMENT SERVICES | — | — | RECORDKEEPER | $5K | — |
Investments
27 direct securities· $8.7M(18% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2035 Fund | — | — | — | $1.2M | 2.5% | |
| Nuveen Lifecycle Index 2045 Fund | — | — | — | $1.1M | 2.2% | |
| Nuveen Lifecycle Index 2040 Fund | — | — | — | $996K | 2.1% | |
| Fidelity 500 Index Fund | — | — | — | $859K | 1.8% | |
| Nuveen Lifecycle Index 2030 Fund | — | — | — | $743K | 1.6% | |
| Nuveen Lifecycle Index 2050 Fund | — | — | — | $545K | 1.2% | |
| Vanguard Value Index Fund | — | — | — | $434K | 0.9% | |
| Nuveen Lifecycle Index 2025 Fund | — | — | — | $300K | 0.6% | |
| Vanguard Federal Money Market Fund | — | — | — | $292K | 0.6% | |
| DFA U.S. Vector Equity Portfolio | — | — | — | $273K | 0.6% | |
| Nuveen Lifecycle Index 2055 Fund | — | — | — | $245K | 0.5% | |
| Vanguard Strategic Equity Fund | — | — | — | $221K | 0.5% | |
| through 2029 | — | — | — | $200K | 0.4% | |
| Nuveen Large Cap Growth Index Fund | — | — | — | $194K | 0.4% | |
| Vanguard Mid-Cap Growth Index Fund | — | — | — | $189K | 0.4% | |
| Vanguard Small Cap Value Index Fund | — | — | — | $120K | 0.3% | |
| American Funds American High-Income Trust Fund | — | — | — | $114K | 0.2% | |
| Baird Core Plus Bond Fund | — | — | — | $110K | 0.2% | |
| Nuveen Lifecycle Index 2010 Fund 469 Nuveen Lifecycle Index 2015 Fund 708 Nuveen Lifecycle Index 2020 Fund | — | — | — | $96K | 0.2% | |
| Nuveen Lifecycle Index 2060 Fund | — | — | — | $96K | 0.2% | |
| Vanguard Developed Markets Index Fund | — | — | — | $81K | 0.2% | |
| Vanguard Explorer Fund | — | — | — | $77K | 0.2% | |
| DFA International Large Cap Growth Portfolio | — | — | — | $74K | 0.2% | |
| American Funds New World Fund | — | — | — | $69K | 0.1% | |
| Vanguard Wellington Fund | — | — | — | $45K | <0.1% | |
| DFA U.S. Small Cap Portfolio | — | — | — | $44K | <0.1% | |
| Nuveen Lifecycle Index 2065 Fund | — | — | — | $41K | <0.1% |