Original filing (PDF)20250808150839NAL0004800849001

CORELIGHT, INC.

Name: CORELIGHT, INC. — CORELIGHT, INC. 401(K) PLAN, Form 5500 (2024)
Creator: CORELIGHT, INC.

Form 5500

FILING_RECEIVED

CORELIGHT, INC. 401(K) PLAN

401(k) retirement plan

Active participants

258

Accounts w/ balance

310

Plan assets (EOY)

$27.5M

Net assets (EOY)

$27.5M

How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Vendor stack

100

Participation health

100

Helping the score

No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORELIGHT, INC..

Plan sponsor

Name

CORELIGHT, INC.

EIN

46-2775679

Address

548 MARKET ST · PMB 77799 · SAN FRANCISCO, CA · 94104

Phone

(510) 281-0760

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

2025-08-08

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)

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

FRANK, RIMERMAN & CO., LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$2K	—

Investments

26 direct securities· $27.5M(100% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity 500 Index Fund	—	—	—	$3.8M	13.7%
State Street Target Retirement 2035 Fund - Class K	—	—	—	$3.2M	11.8%
State Street Target Retirement 2040 Fund - Class K	—	—	—	$2.9M	10.7%
State Street Target Retirement 2045 Fund - Class K	—	—	—	$2.7M	9.8%
State Street Target Retirement 2050 Fund - Class K	—	—	—	$2.3M	8.5%
Fidelity Large Cap Growth Index Fund	—	—	—	$2.2M	8.0%
State Street Target Retirement 2055 Fund - Class K	—	—	—	$2.2M	7.9%
State Street Target Retirement 2030 Fund - Class K	—	—	—	$1.7M	6.0%
State Street Target Retirement 2060 Fund - Class K	—	—	—	$940K	3.4%
Fidelity Mid Cap Index Fund	—	—	—	$755K	2.7%
Fidelity Small Cap Index Fund	—	—	—	$700K	2.5%
Fidelity International Index Fund	—	—	—	$666K	2.4%
State Street Target Retirement 2025 Fund - Class K	—	—	—	$604K	2.2%
Alger Focus Equity Fund Class Z	—	—	—	$579K	2.1%
T. Rowe Price Equity Income Fund	—	—	—	$407K	1.5%
State Street Target Retirement 2020 Fund - Class K	—	—	—	$285K	1.0%
Fidelity Mid Cap Growth Index Fund	—	—	—	$281K	1.0%
Fidelity U.S. Bond Index Fund	—	—	—	$238K	0.9%
Participant loans - 13 outstanding with interest rates of 4.25% - 9.50% -	—	—	—	$220K	0.8%
Fidelity Emerging Markets Index Fund	—	—	—	$188K	0.7%
Fidelity Real Estate Index Fund	—	—	—	$184K	0.7%
Fidelity Government Money Market Fund Class K6	—	—	—	$141K	0.5%
Fidelity Inflation-Protected Bond Index Fund	—	—	—	$125K	0.5%
American Funds Europacific Growth Fund Class R-6	—	—	—	$59K	0.2%
State Street Target Retirement 2065 Fund - Class K	—	—	—	$40K	0.1%
Pimco Total Return Fund Institutional Class	—	—	—	$32K	0.1%