Back to filter
Original filing (PDF)20251010220046NAL0013827840004
CORE ONE SOLUTIONS LLC
Form 5500
FILING_RECEIVED
CORE ONE SOLUTIONS 401(K) PLAN
401(k) retirement plan
Signals · 1
38% in single holding
Active participants
172
Accounts w/ balance
253
Plan assets (EOY)
$16.8M
Net assets (EOY)
$16.8M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
81
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Index Fund Mutual Fund NR" is 38% of plan.
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORE ONE SOLUTIONS LLC.
Plan sponsor
Name
CORE ONE SOLUTIONS LLC
EIN
46-4143090
Address
22365 BRODERICK DRIVE · SUITE 400 · STERLING, VA · 20166
Phone
(703) 719-4701
Industry
Professional & Technical Servicessee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
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
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $14K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADVISORS, | 47-5476782 | — | ADVISOR | $10K | — |
Investments
31 direct securities· $16.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Index Fund Mutual Fund NR | — | — | — | $6.4M | 38.0% | |
| Vanguard Developed Markets Index Fund Mutual Fund NR | — | — | — | $2.6M | 15.2% | |
| Vanguard Total Bond Market Index Fund Mutual Fund NR | — | — | — | $2.0M | 12.2% | |
| Vanguard Emerging Markets Stock Index Fund Mutual Fund NR | — | — | — | $1.3M | 7.7% | |
| Vanguard Real Estate Index Fund Mutual Fund NR | — | — | — | $808K | 4.8% | |
| Vanguard 500 Index Fund Mutual Fund NR | — | — | — | $799K | 4.7% | |
| Vanguard Total International Bond Index Fund Mutual Fund NR | — | — | — | $714K | 4.2% | |
| Vanguard Growth Index Fund Mutual Fund NR | — | — | — | $636K | 3.8% | |
| Vanguard Information Technology Index Fund Mutual Fund NR | — | — | — | $371K | 2.2% | |
| Various, bearing interest at * Participant loans 4.25% - 9.50% - | — | — | — | $241K | 1.4% | |
| Vanguard Communication Services Index Fund Mutual Fund NR | — | — | — | $154K | 0.9% | |
| Vanguard Extended Market Index Fund Mutual Fund NR | — | — | — | $140K | 0.8% | |
| Vanguard Industrials Index Fund Mutual Fund NR | — | — | — | $134K | 0.8% | |
| Vanguard Small-Cap Index Fund Mutual Fund NR | — | — | — | $110K | 0.7% | |
| Vanguard Total International Stock Index Fund Mutual Fund NR | — | — | — | $95K | 0.6% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Mutual Fund NR | — | — | — | $61K | 0.4% | |
| Vanguard Large-Cap Index Fund Mutual Fund NR 950 Vanguard Mid-Cap Index Fund Mutual Fund NR | — | — | — | $48K | 0.3% | |
| Vanguard Cash Reserves Federal Money Market Fund Mutual Fund NR | — | — | — | $43K | 0.3% | |
| Vanguard Dividend Appreciation Index Fund Mutual Fund NR | — | — | — | $32K | 0.2% | |
| Vanguard International Equity Index Fund Mutual Fund NR | — | — | — | $20K | 0.1% | |
| Vanguard Small-Cap Growth Index Fund Mutual Fund NR | — | — | — | $19K | 0.1% | |
| Vanguard Mid-Cap Growth Index Mutual Fund NR | — | — | — | $19K | 0.1% | |
| Vanguard Long-Term Bond Index Fund Mutual Fund NR | — | — | — | $18K | 0.1% | |
| Vanguard Value Index Fund Mutual Fund NR | — | — | — | $14K | <0.1% | |
| Vanguard Intermediate-Term Bond Index Fund Mutual Fund NR | — | — | — | $10K | <0.1% | |
| Vanguard Materials Index Fund Mutual Fund NR | — | — | — | $8K | <0.1% | |
| Vanguard Short-Term Bond Index Fund Mutual Fund NR | — | — | — | $7K | <0.1% | |
| Vanguard Mid-Cap Value Index Fund Mutual Fund NR | — | — | — | $6K | <0.1% | |
| Vanguard Small Cap Value Index Fund Mutual Fund NR | — | — | — | $6K | <0.1% | |
| Vanguard Health Care Index Fund Mutual Fund NR | — | — | — | $6K | <0.1% | |
| Vanguard FTSE All-World ex-US Small Capital Index Fund Mutual Fund NR | — | — | — | $3K | <0.1% |