Back to filter
Original filing (PDF)20251013105148NAL0001066417002
CORE VALUATION MANAGEMENT, INC.
Form 5500-SF
FILING_RECEIVED
CORE VALUATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
15
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORE VALUATION MANAGEMENT, INC..
Plan sponsor
Name
CORE VALUATION MANAGEMENT, INC.
EIN
27-4637651
Address
420 EXCHANGE ST · #270 · IRVINE, CA · 92602
Phone
(877) 623-1343
Industry
Real Estatesee 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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Real Estate plans
MALVERN SERVICE CORPORATION
MALVERN SERVICE CORPORATION 401(K) RETIREMENT PLAN
$1.9M · 11 participants
SILICON VALLEY ASSOCIATION OF REALTORS, INC.
SILICON VALLEY ASSOCIATION OF REALTORS 401(K) PLAN
$1.9M · 11 participants
CIRCLE M, LLC
CIRCLE M, LLC 401(K) PLAN
$1.9M · 9 participants
MORGAN HOME LOAN FUNDING CORP
MORGAN HOME LOAN FUNDING CORP
$1.9M · 4 participants
ASSET EXCHANGE COMPANY LLC
ASSET EXCHANGE COMPANY 401(K) PLAN
$1.9M · 6 participants
MURPHY CONSULTING LLC
MURPHY CONSULTING LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.9M · 12 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B