Back to filter
Original filing (PDF)20251009133533NAL0003954307001
CORE CAMPUS, LLC
Form 5500
FILING_RECEIVED
CORE SPACES 401(K) PLAN
401(k) retirement plan
Signals · 2
47% in single holdingNo recordkeeper disclosed
Active participants
728
Accounts w/ balance
966
Plan assets (EOY)
$18.9M
Net assets (EOY)
$18.9M
How this plan invests
This plan
1 pooled trust
Schedule D
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 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
77
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "or Similar Party Collateral, Par, or Maturity Value Cost** Value Pooled Separate Accounts Fidelity Fidelity 500 Index" is 47% of plan.
- 50 bps in Schedule C fees — 71% 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 CORE CAMPUS, LLC.
Plan sponsor
Name
CORE CAMPUS, LLC
EIN
45-2653240
Address
1643 N MILWAUKEE AVENUE · 5TH FLOOR · CHICAGO, IL · 60647
Phone
(773) 969-5740
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $94K | — |
Investments
19 direct securities · 1 pooled fund· $36.0M(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
$18.5M
19 holdings
Pooled Separate Account
$17.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $17.5M | 92.6% | |
| Similar Party Collateral, Par, or Maturity Value Cost** Value Pooled Separate Accounts Fidelity 500 Index | — | — | — | $8.6M | 45.5% | |
| Fidelity Global ex US Index | — | — | — | $3.8M | 20.1% | |
| Fidelity Mid Cap Index | — | — | — | $2.9M | 15.3% | |
| Investment Contract * Minnesota Life Guaranteed Return Account | — | — | — | $920K | 4.9% | |
| Vanguard Interim-Term Bond Index Adm | — | — | — | $834K | 4.4% | |
| Fidelity Small Cap Index | — | — | — | $357K | 1.9% | |
| Fidelity Diversified International Fund | — | — | — | $182K | 1.0% | |
| Fidelity Advisor Equity Growth Fund - Class I | — | — | — | $167K | 0.9% | |
| American Funds American Funds New World Fund R6 | — | — | — | $116K | 0.6% | |
| PGIM Jennison Mid-Cap Growth R | — | — | — | $104K | 0.6% | |
| Vanguard Equity-Income Adm | — | — | — | $103K | 0.5% | |
| Cohen & Steers Cohen & Steers Real Estate Securities A | — | — | — | $96K | 0.5% | |
| American Century American Century Small Cap Growth R6 | — | — | — | $74K | 0.4% | |
| Allsprings Core Plus Bond A | — | — | — | $55K | 0.3% | |
| Allsprings Special Mid Cap Value A | — | — | — | $51K | 0.3% | |
| Putname Putnam International Value Y | — | — | — | $33K | 0.2% | |
| DFA Inflation-Protected Securities I | — | — | — | $13K | <0.1% | |
| PIMCO Income Instl | — | — | — | $8K | <0.1% | |
| American Century American Century Small Cap Value R6 | — | — | — | $8K | <0.1% |