Costar Realty Information, Inc. 401(k) Retirement Plan
Sponsored by Costar Realty Information, Inc. · EIN 522134617 · Plan #001
- Total assets
- $753M
- Net assets
- $753M
- Active participants
- 5,808
- With balances
- 8,025
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Ccg Wealth Management, Llc CRD 296985 | deterministic · 100% | 2024 |
| Fisher Asset Management, Llc CRD 107342 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $420,130 |
| Grant Thornton Llp | Accounting, Direct payment from the plan | $29,400 |
| Aon | Consulting (general), Direct payment from the plan | $19,668 |
| Ccg Wealth Management Llc | Investment advisory (participants), Direct payment from the plan | $10,350 |
| Fisher Investments | Investment advisory (participants), Direct payment from the plan | $7,812 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Other commissions | $1,735 |