Brian Wilson signed Corelogic, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Corelogic, Inc.'s EIN is 95-1068610.
Download the official 2024 Form 5500 (PDF) for Corelogic, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Corelogic, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$138K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT | 33-0905143 | — | CONSULTANT | $85K | — |
| STRATEGIC ADVISORS, INC. |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered Investment Company | Common Collective Trusts | — | — | $93.1M | 11.9% | |
| MFS Growth Fund Class R4 Registered Investment Company | Mutual Funds | — | — | $73.5M | 9.4% | |
| Great Gray Trust T. Rowe Price Retirement Date 2035 Trust Fee Class I1 Collective Trust | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Common Stocks | — | — | $45.1M | 5.8% | |
| Vanguard Treasury Money Market Fund Investor Shares Registered Investment Company | Mutual Funds | — | — | $38.8M | 5.0% | |
| Great Gray Trust T. Rowe Price Retirement Date 2025 Trust Fee Class I1 Collective Trust | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $34.8M | 4.5% | |
| Great Gray Trust T. Rowe Price Retirement Date 2050 Trust Fee Class I1 Collective Trust | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $28.5M | 3.7% | |
| Vanguard Explorer Fund Admiral Shares Registered Investment Company | Mutual Funds | — | — | $24.2M | 3.1% | |
| Fidelity Low-Priced Stock Fund Registered Investment Company | Mutual Funds | — | — | $22.7M | 2.9% | |
| Great Gray Trust T. Rowe Price Retirement Date 2055 Trust Fee Class I1 Collective Trust | Common Collective Trusts | — | — | $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 | Common Stocks | — | — | $19.4M | 2.5% | |
| Fidelity U.S. Bond Index Fund Registered Investment Company | Common Collective Trusts | — | — | $14.5M | 1.9% | |
| Great Gray Trust T. Rowe Price Retirement Date 2020 Trust Fee Class I1 Collective Trust | Common Collective Trusts | — | — | $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 | Common Stocks | — | — | $10.2M | 1.3% | |
| Fidelity International Index Fund Registered Investment Company | Common Collective Trusts | — | — | $10.0M | 1.3% | |
| Great Gray Trust T. Rowe Price Retirement Date 2060 Trust Fee Class I1 Collective Trust | Common Collective Trusts | — | — | $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 | Bonds / Notes | — | — | $7.4M | 0.9% | |
| Allspring Core Bond Fund - Institutional Class Registered Investment Company | Common Stocks | — | — | $6.5M | 0.8% | |
| Baird Short-Term Bond Fund Institutional Class Registered Investment Company | Common Stocks | — | — | $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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $725K | <0.1% | |
| GG TRP RET 2005 I1 GREAT GRAY COLLECTIVE INVESTMENT TRUST · EIN 38-7289829 / PN 001 | Common Collective Trust | — | — | $725K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $67K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS | 91-0189318 | — | ACCOUNTANT/AUDITOR | $5K | — |
