Kevin Rierson signed Corerx, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Corerx, Inc.'s EIN is 20-4764272.
Download the official 2024 Form 5500 (PDF) for Corerx, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Corerx, Inc.'s plan includes ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSPERITY RETIREMENT SERVICES | — | — | RECORDKEEPER | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2035 Fund | Mutual Funds | — | — | $1.2M | 2.5% | |
| Nuveen Lifecycle Index 2045 Fund | Mutual Funds | — | — | $1.1M | 2.2% | |
| Nuveen Lifecycle Index 2040 Fund | Mutual Funds | — | — | $996K | 2.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $859K | 1.8% | |
| Nuveen Lifecycle Index 2030 Fund | Mutual Funds | — | — | $743K | 1.6% | |
| Nuveen Lifecycle Index 2050 Fund | Mutual Funds | — | — | $545K | 1.2% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $434K | 0.9% | |
| Nuveen Lifecycle Index 2025 Fund | Mutual Funds | — | — | $300K | 0.6% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $292K | 0.6% | |
| DFA U.S. Vector Equity Portfolio | Mutual Funds | — | — | $273K | 0.6% | |
| Nuveen Lifecycle Index 2055 Fund | Mutual Funds | — | — | $245K | 0.5% | |
| Vanguard Strategic Equity Fund | Mutual Funds | — | — | $221K | 0.5% | |
| through 2029 | Other securities | — | — | $200K | 0.4% | |
| Nuveen Large Cap Growth Index Fund | Common Collective Trusts | — | — | $194K | 0.4% | |
| Vanguard Mid-Cap Growth Index Fund | Common Collective Trusts | — | — | $189K | 0.4% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $120K | 0.3% | |
| American Funds American High-Income Trust Fund | Common Collective Trusts | — | — | $114K | 0.2% | |
| Baird Core Plus Bond Fund | Other securities | — | — | $110K | 0.2% | |
| Nuveen Lifecycle Index 2010 Fund 469 Nuveen Lifecycle Index 2015 Fund 708 Nuveen Lifecycle Index 2020 Fund | Mutual Funds | — | — | $96K | 0.2% | |
| Nuveen Lifecycle Index 2060 Fund | Mutual Funds | — | — | $96K | 0.2% | |
| Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $81K | 0.2% | |
| Vanguard Explorer Fund | Mutual Funds | — | — | $77K | 0.2% | |
| DFA International Large Cap Growth Portfolio | Mutual Funds | — | — | $74K | 0.2% | |
| American Funds New World Fund | Mutual Funds | — | — | $69K | 0.1% | |
| Vanguard Wellington Fund | Mutual Funds | — | — | $45K | <0.1% | |
| DFA U.S. Small Cap Portfolio | Mutual Funds | — | — | $44K | <0.1% | |
| Nuveen Lifecycle Index 2065 Fund | Mutual Funds | — | — | $41K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
