How big is Corelation, Inc.'s plan?

Corelation, Inc.'s plan reported $28.1M in assets and 418 participants for 2024.

Original filing (PDF)20251010114541NAL0004564451001

Corelation, Inc.

Name: Corelation, Inc. — Corelation, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Corelation, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Corelation, Inc. 401(k) Plan

401(k) retirement plan · Corelation, Inc.'s Corelation, Inc. 401(k) Plan held $28.1M in plan assets for 418 participants in 2024, with Ascensus as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

418

Accounts w/ balance

430

Plan assets (EOY)

$28.1M

Net assets (EOY)

$28.1M

People on this filing

Laura Navar signed Corelation, Inc.'s 2024 Form 5500 as plan administrator.

Laura Navar — Plan Administrator — Form 5500 signer
Cristal Kurtz — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Corelation, Inc.'s EIN is 26-1165702.

EIN 26-1165702

Plan number 001

Plan year 2024

ACK ID 20251010114541NAL0004564451001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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

Average plan with room to improve

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (18th percentile).

Plan sponsor

Name

CORELATION, INC.

EIN

all filings

Address

2305 HISTORIC DECATUR RD · SUITE 300 · SAN DIEGO, CA · 92106

Phone

(619) 876-5074

Industry

Professional & Technical Services

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ASCENSUS LLC	11-3665754	—	NONE	$37K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO ADVISORS.	—	ST. LOUIS, MO	NONE	$116K	—

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.

Other securities

$19.8M

16 holdings

Mutual Funds

$6.1M

10 holdings

Common Collective Trusts

$1.1M

1 holding

Common Stocks

$448K

1 holding

Participant loans

$427K

1 holding

U.S. Treasuries

$211K

1 holding

Common Collective Trust

$486

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

American Century$12.8M JPMorgan$4.2M Janus Henderson$1.6M Franklin Templeton$1.3M Invesco$1.2M Vanguard$911K Prudential / PGIM$826K Principal$823K Eaton Vance / Calvert$522K

Related plans

Other plans using Wells Fargo Advisors.

Southern California Permanente Medical Group

Scpmg Keogh Plan

$7.9B · 11,088 participants

Board of Trustees Annuity Fund IUOE Local 15, 15A, 15C, 15D AFL-CIO

Annuity Fund IUOE Local 15, 15A, 15C, 15D AFL-CIO

$2.1B · 3,256 participants

Sidley Austin LLP

Sidley Austin LLP Savings and Investment Plan

$1.9B · 3,442 participants

OLIN Corporation

OLIN Corporation Employees Pension Plan

$1.8B · 1,813 participants

Paychex Retirement LLC

Paychex Pooled Employer 401(k) Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.

					% of plan
American Century One Choice 2050 A American Century 0	Other securities	—	—	$4.5M	16.1%
JPMorgan Large Cap Growth R2 JPMorgan 0	Other securities	—	—	$4.0M	14.3%
American Century One Choice 2045 A American Century 0	Other securities	—	—	$2.0M	7.1%
Janus Henderson Triton R Janus Henderson 0	Mutual Funds	—	—	$1.6M	5.7%
Putnam Large Cap Value A Putnam 0	Mutual Funds	—	—	$1.5M	5.2%
American Century One Choice 2035 A American Century 0	Other securities	—	—	$1.4M	4.9%
American Century One Choice 2060 A American Century 0	Other securities	—	—	$1.3M	4.6%
American Century One Choice 2025 A American Century 0	Other securities	—	—	$1.1M	4.0%
Franklin S&P 500 Index A Franklin 0	Common Collective Trusts	—	—	$1.1M	4.0%
American Century One Choice 2040 A American Century 0	Other securities	—	—	$1.0M	3.6%
Vanguard Treasury Money Market Vanguard 0	Mutual Funds	—	—	$911K	3.2%
Victory Sycamore Small Comp Opport R Victory 0	Other securities	—	—	$878K	3.1%
Invesco Bal Risk Commodity Strat R Invesco 0	Mutual Funds	—	—	$852K	3.0%
Principal Real Estate Securities R3 Principal 0	Other securities	—	—	$823K	2.9%
American Century One Choice 2030 A American Century 0	Other securities	—	—	$661K	2.4%
Eaton Vance Government Opportunities R Eaton Vance 0	Other securities	—	—	$522K	1.9%
American Century One Choice 2055 A American Century 0	Other securities	—	—	$492K	1.7%
PGIM Short-Term Corp Bond CL R PGIM 0	Common Stocks	—	—	$448K	1.6%
ClearBridge International Growth R Legg Mason 0	Other securities	—	—	$430K	1.5%
Various Rates and Maturities Participant's Loan Account 0	Participant loans	—	—	$427K	1.5%
PGIM Total Return Bond CL R PGIM 0	Other securities	—	—	$377K	1.3%
Invesco Developing Markets R Invesco 0	Mutual Funds	—	—	$331K	1.2%
Federated Hermes Capital Pres R Federated 0 486 Putnam Convertible Securities R Putnam 0	Mutual Funds	—	—	$315K	1.1%
American Century One Choice In Ret A American Century 0	Other securities	—	—	$305K	1.1%
American Funds American Mutual R3 American Funds 0	Mutual Funds	—	—	$283K	1.0%
JPMorgan Government Bond R2 JP Morgan 0	U.S. Treasuries	—	—	$211K	0.8%
Franklin Small Cap Growth R Franklin 0	Mutual Funds	—	—	$152K	0.5%
Lord Abbett Short Duration Income R3 Lord Abbett 0	Mutual Funds	—	—	$94K	0.3%
American Funds New World R3 American Funds 0	Mutual Funds	—	—	$54K	0.2%
American Century One Choice 2065 A American Century 0	Other securities	—	—	$33K	0.1%
FEDERATED HERMES CAPITAL PRES R6 FEDERATED HERMES · EIN 22-2712853 / PN 001	Common Collective Trust	—	—	$486	<0.1%

1–31 of 31