AUMdb

Corelogic, Inc. 401(k) Savings Plan

Sponsored by Corelogic, Inc. · EIN 951068610 · Plan #001

Total assets
$779M
Net assets
$779M
Active participants
3,955
With balances
6,144

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Nfp Retirement Investment advisory (plan) $85,000
Strategic Advisors, Inc. Investment advisory (plan) $67,177
Moss Adams Accounting $5,250
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$138,057