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Original filing (PDF)20260203000200NAL0003390704001
CORE DC LLC
Form 5500
FILING_RECEIVED
CORE DC LLC
401(k) retirement plan
Signals · 2
Late filing · 2.6 mo~401 bps in Sched C fees
Active participants
159
Accounts w/ balance
209
Plan assets (EOY)
$430K
Net assets (EOY)
$430K
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
90
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 2.6 months past the 10.5-month grace window.
- 401 bps in Schedule C fees — 154% above peer band of 158 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORE DC LLC.
Plan sponsor
Name
CORE DC LLC
EIN
47-4255238
Address
1020 BLADENSBURG RD NE · WASHINGTON, DC · 20002
Phone
(202) 795-5444
Industry
Health Care & Social Assistancesee 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
2026-02-03
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
GARY A GLASS CPA PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | ROSELAND, NJ | RECORD KEEPER | $17K | — |
Investments
21 direct securities · 1 pooled fund· $429K(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
$427K
20 holdings
Mutual Funds
$2K
1 holding
Common Collective Trust
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREE INDX 2015 PREM Mutual Fund | — | — | — | $64K | 14.8% | |
| FID FREEDOM INDEX 2060 PREMIER Mutual Fund | — | — | — | $59K | 13.6% | |
| FID FREEDOM INDEX 2045 PREMIER Mutual Fund | — | — | — | $44K | 10.1% | |
| FID FREEDOM INDEX 2055 PREMIER Mutual Fund | — | — | — | $36K | 8.4% | |
| annum and maturity dates through *Notes Receivable from Participants December 2037 | — | — | — | $35K | 8.2% | |
| FID FREEDOM INDEX 2035 PREMIER Mutual Fund | — | — | — | $34K | 7.9% | |
| FID FREEDOM INDEX 2020 PREMIER Mutual Fund | — | — | — | $31K | 7.3% | |
| FID FREEDOM INDEX 2040 PREMIER Mutual Fund | — | — | — | $31K | 7.1% | |
| FID FREEDOM INDEX 2050 PREMIER Mutual Fund | — | — | — | $29K | 6.8% | |
| STATE ST EQUITY 500 INDEX K Mutual Fund | — | — | — | $11K | 2.6% | |
| FID FREEDOM INDEX 2065 PREMIER Mutual Fund | — | — | — | $10K | 2.4% | |
| FID FREEDOM INDEX 2030 PREMIER Mutual Fund | — | — | — | $8K | 1.8% | |
| JPMORGAN EQUITY INCOME FUND Mutual Fund | — | — | — | $5K | 1.2% | |
| VANGUARD MID CAP INDEX - ADM Mutual Fund | — | — | — | $5K | 1.1% | |
| ISHARES MSCI EAFE INTL INDEX K Mutual Fund 576 VANGUARD SM CAP VAL INDEX ADM Mutual Fund | — | — | — | $5K | 1.1% | |
| FID FREEDOM INDEX 2025 PREMIER Mutual Fund | — | — | — | $5K | 1.1% | |
| VANGUARD SMALL CAP INDEX Mutual Fund | — | — | — | $5K | 1.1% | |
| GS INFLATION PROTECTED SEC R6 Mutual Fund | — | — | — | $4K | 1.0% | |
| VANGUARD INTERMEDIATE TERM Mutual Fund | — | — | — | $4K | 0.9% | |
| VANGUARD EMG MKTS STK INDX Mutual Fund | — | — | — | $2K | 0.6% | |
| FID FREEDOM INDEX INC PREMIER Mutual Fund 737 T ROWE PRICE OVERSEAS STOCK Mutual Fund | Mutual Funds | — | — | $2K | 0.5% | |
| INVESCO STABLE ASSET-ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
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