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Original filing (PDF)20251010114541NAL0004564451001
CORELATION, INC.
Form 5500
FILING_RECEIVED
CORELATION, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
418
Accounts w/ balance
430
Plan assets (EOY)
$28.1M
Net assets (EOY)
$28.1M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 55 bps in Schedule C fees — 89% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORELATION, INC..
Plan sponsor
Name
CORELATION, INC.
EIN
26-1165702
Address
2305 HISTORIC DECATUR RD · SUITE 300 · SAN DIEGO, CA · 92106
Phone
(619) 876-5074
Industry
Professional & Technical Servicessee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
EIDE BAILLY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS. | — | ST. LOUIS, MO | NONE | $116K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $37K | — |
Investments
30 direct securities · 1 pooled fund· $28.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$28.1M
30 holdings
Common Collective Trust
$486
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Century One Choice 2050 A American Century 0 | — | — | — | $4.5M | 16.1% | |
| JPMorgan Large Cap Growth R2 JPMorgan 0 | — | — | — | $4.0M | 14.3% | |
| American Century One Choice 2045 A American Century 0 | — | — | — | $2.0M | 7.1% | |
| Janus Henderson Triton R Janus Henderson 0 | — | — | — | $1.6M | 5.7% | |
| Putnam Large Cap Value A Putnam 0 | — | — | — | $1.5M | 5.2% | |
| American Century One Choice 2035 A American Century 0 | — | — | — | $1.4M | 4.9% | |
| American Century One Choice 2060 A American Century 0 | — | — | — | $1.3M | 4.6% | |
| American Century One Choice 2025 A American Century 0 | — | — | — | $1.1M | 4.0% | |
| Franklin S&P 500 Index A Franklin 0 | — | — | — | $1.1M | 4.0% | |
| American Century One Choice 2040 A American Century 0 | — | — | — | $1.0M | 3.6% | |
| Vanguard Treasury Money Market Vanguard 0 | — | — | — | $911K | 3.2% | |
| Victory Sycamore Small Comp Opport R Victory 0 | — | — | — | $878K | 3.1% | |
| Invesco Bal Risk Commodity Strat R Invesco 0 | — | — | — | $852K | 3.0% | |
| Principal Real Estate Securities R3 Principal 0 | — | — | — | $823K | 2.9% | |
| American Century One Choice 2030 A American Century 0 | — | — | — | $661K | 2.4% | |
| Eaton Vance Government Opportunities R Eaton Vance 0 | — | — | — | $522K | 1.9% | |
| American Century One Choice 2055 A American Century 0 | — | — | — | $492K | 1.7% | |
| PGIM Short-Term Corp Bond CL R PGIM 0 | — | — | — | $448K | 1.6% | |
| ClearBridge International Growth R Legg Mason 0 | — | — | — | $430K | 1.5% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $427K | 1.5% | |
| PGIM Total Return Bond CL R PGIM 0 | — | — | — | $377K | 1.3% | |
| Invesco Developing Markets R Invesco 0 | — | — | — | $331K | 1.2% | |
| Federated Hermes Capital Pres R Federated 0 486 Putnam Convertible Securities R Putnam 0 | — | — | — | $315K | 1.1% | |
| American Century One Choice In Ret A American Century 0 | — | — | — | $305K | 1.1% | |
| American Funds American Mutual R3 American Funds 0 | — | — | — | $283K | 1.0% | |
| JPMorgan Government Bond R2 JP Morgan 0 | — | — | — | $211K | 0.8% | |
| Franklin Small Cap Growth R Franklin 0 | — | — | — | $152K | 0.5% | |
| Lord Abbett Short Duration Income R3 Lord Abbett 0 | — | — | — | $94K | 0.3% | |
| American Funds New World R3 American Funds 0 | — | — | — | $54K | 0.2% | |
| American Century One Choice 2065 A American Century 0 | — | — | — | $33K | 0.1% | |
| FEDERATED HERMES CAPITAL PRES R6 FEDERATED HERMES · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $486 | <0.1% |