Back to filter
Original filing (PDF)20251014191205NAL0004850304001
CORELOGIC, INC.
Form 5500
FILING_RECEIVED
CORELOGIC, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
3,955
Accounts w/ balance
6,144
Plan assets (EOY)
$779.0M
Net assets (EOY)
$779.0M
How this plan invests
This plan
14 pooled trusts
Schedule D
29 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (0 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORELOGIC, INC..
Plan sponsor
Name
CORELOGIC, INC.
EIN
95-1068610
Address
40 PACIFICA · IRVINE, CA · 92618
Phone
(800) 426-1466
Industry
Information / Tech / Mediasee 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
2025-10-14
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
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$138K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT | 33-0905143 | — | CONSULTANT | $85K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $67K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS | 91-0189318 | — | ACCOUNTANT/AUDITOR | $5K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
28 direct securities · 14 pooled funds· $1.1B(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
$771.5M
28 holdings
Common Collective Trust
$341.7M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $93.1M | 11.9% | |
| MFS Growth Fund Class R4 Registered Investment Company | — | — | — | $73.5M | 9.4% | |
| Great Gray Trust T. Rowe Price Retirement Date 2035 Trust Fee Class I1 Collective Trust | — | — | — | $63.0M | 8.1% | |
| GG TRP RET 2035 I1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $63.0M | 8.1% | |
| Great Gray Trust T. Rowe Price Retirement Date 2040 Trust Fee Class I1 Collective Trust | — | — | — | $59.8M | 7.7% | |
| GG TRP RET 2040 I1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $59.8M | 7.7% | |
| Great Gray Trust T. Rowe Price Retirement Date 2030 Trust Fee Class I1 Collective Trust | — | — | — | $55.0M | 7.1% | |
| GG TRP RET 2030 I1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $55.0M | 7.1% | |
| Great Gray Trust T. Rowe Price Retirement Date 2045 Trust Fee Class I1 Collective Trust | — | — | — | $46.3M | 5.9% | |
| GG TRP RET 2045 I1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $46.3M | 5.9% | |
| JPMorgan U.S. Research Enhanced Equity Fund Class I Registered Investment Company | — | — | — | $45.1M | 5.8% | |
| Vanguard Treasury Money Market Fund Investor Shares Registered Investment Company | — | — | — | $38.8M | 5.0% | |
| Great Gray Trust T. Rowe Price Retirement Date 2025 Trust Fee Class I1 Collective Trust | — | — | — | $35.1M | 4.5% | |
| GG TRP RET 2025 I1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $35.1M | 4.5% | |
| Fidelity Balanced Fund Registered Investment Company | — | — | — | $34.8M | 4.5% | |
| Great Gray Trust T. Rowe Price Retirement Date 2050 Trust Fee Class I1 Collective Trust | — | — | — | $30.0M | 3.9% | |
| GG TRP RET 2050 I1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $30.0M | 3.9% | |
| Fidelity Small Cap Index Fund Registered Investment Company | — | — | — | $28.5M | 3.7% | |
| Vanguard Explorer Fund Admiral Shares Registered Investment Company | — | — | — | $24.2M | 3.1% | |
| Fidelity Low-Priced Stock Fund Registered Investment Company | — | — | — | $22.7M | 2.9% | |
| Great Gray Trust T. Rowe Price Retirement Date 2055 Trust Fee Class I1 Collective Trust | — | — | — | $19.5M | 2.5% | |
| GG TRP RET 2055 I1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $19.5M | 2.5% | |
| The Hartford International Opportunities Fund Class Y Registered Investment Company | — | — | — | $19.4M | 2.5% | |
| Fidelity U.S. Bond Index Fund Registered Investment Company | — | — | — | $14.5M | 1.9% | |
| Great Gray Trust T. Rowe Price Retirement Date 2020 Trust Fee Class I1 Collective Trust | — | — | — | $12.5M | 1.6% | |
| GG TRP RET 2020 I1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $12.5M | 1.6% | |
| JPMorgan Equity Income Fund Class R6 Registered Investment Company | — | — | — | $10.2M | 1.3% | |
| Fidelity International Index Fund Registered Investment Company | — | — | — | $10.0M | 1.3% | |
| Great Gray Trust T. Rowe Price Retirement Date 2060 Trust Fee Class I1 Collective Trust | — | — | — | $9.3M | 1.2% | |
| GG TRP RET 2060 I1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $9.3M | 1.2% | |
| Participant loans Interest rates range from 4.25% to 9.50%, 0 | — | — | — | $7.4M | 0.9% | |
| Allspring Core Bond Fund - Institutional Class Registered Investment Company | — | — | — | $6.5M | 0.8% | |
| Baird Short-Term Bond Fund Institutional Class Registered Investment Company | — | — | — | $4.8M | 0.6% | |
| SMALL CAP VAL II I1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $3.8M | 0.5% | |
| Great Gray Trust T. Rowe Price Retirement Date 2065 Trust Fee Class I1 Collective Trust | — | — | — | $2.9M | 0.4% | |
| GG TRP RET 2065 I1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $2.9M | 0.4% | |
| Great Gray Trust T. Rowe Price Retirement Date 2015 Trust Fee Class I1 Collective Trust | — | — | — | $2.8M | 0.4% | |
| GG TRP RET 2015 I1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $2.8M | 0.4% | |
| Great Gray Trust T. Rowe Price Retirement Date 2010 Trust Fee Class I1 Collective Trust | — | — | — | $1.0M | 0.1% | |
| GG TRP RET 2010 I1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $1.0M | 0.1% | |
| Great Gray Trust T. Rowe Price Retirement Date 2005 Trust Fee Class I1 Collective Trust | — | — | — | $725K | <0.1% | |
| GG TRP RET 2005 I1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289829 / PN 001 | Common Collective Trust | — | — | $725K | <0.1% |
Related plans
Other plans using NFP RETIREMENT
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
BOARD OF DIRECTORS PRODUCER-WRITERS GUILD OF AMERICA PENSION PLAN
PRODUCER-WRITERS GUILD OF AMERICA PENSION PLAN
$4.7B · 8,873 participants
SEAGATE U.S. LLC
SEAGATE 401(K) PLAN
$2.3B · 3,104 participants
WOOD GROUP U.S. HOLDINGS, INC.
WOOD 401(K) PLAN
$2.1B · 6,541 participants
ATRIUS MSO, LLC
ATRIUS 401K RETIREMENT SAVINGS PLAN
$1.6B · 5,536 participants
SEALED AIR CORPORATION
SEALED AIR CORPORATION 401(K) AND PROFIT SHARING PLAN
$1.5B · 6,878 participants
Similar-size Information / Tech / Media plans
INFORMA USA, INC.
INFORMA USA, INC. 401(K) PLAN
$763.3M · 3,814 participants
FACTSET RESEARCH SYSTEMS INC.
FACTSET RESEARCH SYSTEMS INC. PLAN
$863.3M · 2,364 participants
ASSOCIATED PRESS
THE ASSOCIATED PRESS 401K RETIREMENT SAVINGS PLAN
$881.1M · 1,375 participants
VERMONT INFORMATION PROCESSING, INC.
VERMONT INFORMATION PROCESSING, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$676.1M · 585 participants
CENGAGE LEARNING, INC.
THE CENGAGE LEARNING, INC. 401(K) SAVINGS PLAN
$660.1M · 3,059 participants
BYTEDANCE INC
BYTEDANCE 401(K) PLAN
$918.9M · 12,861 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B