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Original filing (PDF)20251006050859NAL0001860099001
CORPORATE RELOCATION, LLC
Form 5500
FILING_RECEIVED
CORPORATE RELOCATION LLC 401 K PROFIT SHARING PLAN TRUST
401(k) retirement plan
Active participants
285
Accounts w/ balance
256
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
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)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORPORATE RELOCATION, LLC.
Plan sponsor
Name
CORPORATE RELOCATION, LLC
EIN
75-2239488
Address
301 INTERNATIONAL PARKWAY · SUITE 410 · FLOWER MOUND, TX · 75022
Phone
(469) 568-5924
Industry
Admin Support & Waste Mgmtsee 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
2025-10-06
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
BRIDGE CPA PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV | 39-2018056 | — | INVESTMENT/FINANCIAL ADVI | $18K | — |
Investments
31 direct securities· $4.7M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $877K | 18.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $736K | 15.4% | |
| PIMCO COMMODITY REAL RETURN I2 191 REGISTERED INVESTMENT COMPANY AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $341K | 7.2% | |
| VANGUARD GRWTH AND INC - INV | Registered Investment Companies | — | — | $337K | 7.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $334K | 7.0% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $329K | 6.9% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $283K | 5.9% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $224K | 4.7% | |
| VAN STRATEGIC EQUITY - INV | Registered Investment Companies | — | — | $198K | 4.2% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $178K | 3.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $134K | 2.8% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $110K | 2.3% | |
| DFA LARGE CAP INTL PORT INST | Registered Investment Companies | — | — | $108K | 2.3% | |
| AB BOND INFLATION STRAT Z | Registered Investment Companies | — | — | $89K | 1.9% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $86K | 1.8% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $83K | 1.7% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $54K | 1.1% | |
| VAN TARGET RETIRE INC 400 REGISTERED INVESTMENT COMPANY FEDERATED HERMES INSTL HIYD BD | Registered Investment Companies | — | — | $49K | 1.0% | |
| GOLDMAN SACHS GROWTH STR INST | Registered Investment Companies | — | — | $24K | 0.5% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $24K | 0.5% | |
| VANGUARD SM CAP VAL INDEX ADM 878 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $24K | 0.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $22K | 0.5% | |
| ABRDN INTL SMALL CAP INST | Registered Investment Companies | — | — | $18K | 0.4% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $17K | 0.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $11K | 0.2% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $11K | 0.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $10K | 0.2% | |
| DIMENSIONAL GLOBAL EQTY - INST | Registered Investment Companies | — | — | $6K | 0.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $6K | 0.1% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $2K | <0.1% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $1K | <0.1% |
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