Back to filter
Original filing (PDF)20251009151421NAL0015898770001
COSTAR REALTY INFORMATION, INC.
Form 5500
FILING_RECEIVED
COSTAR REALTY INFORMATION, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
5,808
Accounts w/ balance
8,025
Plan assets (EOY)
$752.9M
Net assets (EOY)
$752.9M
How this plan invests
This plan
16 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COSTAR REALTY INFORMATION, INC..
Plan sponsor
Name
COSTAR REALTY INFORMATION, INC.
EIN
52-2134617
Address
1201 WILSON BLVD. · ARLINGTON, VA · 22209
Phone
(202) 535-5468
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
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $420K | — |
| GRANT THORNTON LLP | — | CHICAGO, IL | NONE | $29K | — |
| AON | — | CHICAGO, IL | NONE | $20K | — |
| CCG WEALTH MANAGEMENT LLC | 46-4092037 | — | NONE | $10K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $8K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $2K | — |
Investments
12 direct securities · 16 pooled funds· $743.8M(99% 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.
Common Collective Trust
$529.8M
16 holdings
Uncategorized
$214.0M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP RETIREMENT BLEND 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $82.1M | 10.9% | |
| TRP RETIREMENT BLEND 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $81.4M | 10.8% | |
| TRP RETIREMENT BLEND 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $73.2M | 9.7% | |
| TRP RETIREMENT BLEND 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $68.1M | 9.0% | |
| T. Rowe Price EQUITY INDEX 500 FUND | — | — | — | $65.7M | 8.7% | |
| TRP RETIREMENT BLEND 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $50.6M | 6.7% | |
| TRP RETIREMENT BLEND 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $43.4M | 5.8% | |
| T. Rowe Price SCIENCE & TECHNOLOGY FUND | — | — | — | $41.4M | 5.5% | |
| TRP LARGE-CAP GROWTH TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6528532 / PN 001 | Common Collective Trust | — | — | $41.2M | 5.5% | |
| TRP RETIREMENT BLEND 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $39.3M | 5.2% | |
| T. Rowe Price MID-CAP GROWTH FUND | — | — | — | $30.5M | 4.1% | |
| T. Rowe Price VALUE FUND | — | — | — | $17.6M | 2.3% | |
| INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $16.5M | 2.2% | |
| Charles Schwab - self-directed brokerage | — | — | — | $16.5M | 2.2% | |
| TRP RETIREMENT BLEND 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $13.6M | 1.8% | |
| TRP RETIREMENT BLEND 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $13.5M | 1.8% | |
| T. Rowe Price INST SMALL-CAP STOCK FUND | — | — | — | $11.9M | 1.6% | |
| T. Rowe Price INTERNATIONAL STOCK FUND | — | — | — | $8.7M | 1.2% | |
| Vanguard EXTENDED MKT INST | — | — | — | $8.6M | 1.1% | |
| TRP RETIREMENT BLEND 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $5.3M | 0.7% | |
| Vanguard TOTAL BOND INDEX ADM | — | — | — | $4.8M | 0.6% | |
| Vanguard TTL INT STOCK IND ADM | — | — | — | $4.3M | 0.6% | |
| Metropolitan West MET WEST TOTAL RETURN BOND I | — | — | — | $3.9M | 0.5% | |
| TRP RETIREMENT BLEND 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $844K | 0.1% | |
| TRP RETIREMENT BLEND 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $529K | <0.1% | |
| TRP RETIREMENT BLEND 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $247K | <0.1% | |
| Vanguard FEDERAL MONEY MARKET FUND | — | — | — | $199K | <0.1% | |
| ARISTOTLE SM MID CAP EQ FUND B T. ROWE PRICE TRUST COMPANY · EIN 81-2704975 / PN 095 | Common Collective Trust | — | — | $0 | <0.1% |