Retirement plan

COSTAR REALTY INFORMATION, INC. 401(K) RETIREMENT PLAN

Name: COSTAR REALTY INFORMATION, INC. - COSTAR REALTY INFORMATION, INC. 401(K) RETIREMENT PLAN (2024) Form 5500
Creator: COSTAR REALTY INFORMATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COSTAR REALTY INFORMATION, INC. 401(K) RETIREMENT PLAN, COSTAR REALTY INFORMATION, INC.

COSTAR REALTY INFORMATION, INC.EIN 52-2134617Plan #001PY 2024

1201 WILSON BLVD. - ARLINGTON, VA 22209202-535-5468

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$752.9M

-13.2% from 2016

Total participants

8,285

-6.7% from 2016

Average account balance

$93,819

-6.0% from 2016

Annual return

18.05%

+15.16 pp from 2016

Benchmarks

See 1,214 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants5,000-9,999

Cohort1,214 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$752.90M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$94K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

8,025

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

95.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$87.64M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.05%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$107

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 6 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231	Recordkeeping	$420,130
GRANT THORNTON LLP4 years Service code 10 33562 TREASURY CENTER · CHICAGO, IL 60694	Accounting	$29,400
AON CONSULTING3 years Filed as: AON Service code 16 200 E RANDOLPH STREET · CHICAGO, IL 60601	Consulting	$19,668
CCG WEALTH MANAGEMENT LLC1 year Service code 26 · EIN 46-4092037	Advisory (Participants)	$10,350
FISHER INVESTMENTS3 years Service code 26 · EIN 20-2480800	Advisory (Participants)	$7,812
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782	Shareholder servicing fees; Securitie...	$1,735

Plan features & details

Pension benefit codes2E2F2G2J2K2R2S2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$855K

$147 / participant

Recordkeeping$420K49.1%
Other trustee fees$386K45.1%
Other / not subdivided$49K5.7%

% of EOY assets

0.114%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: GRANT THORNTON LLP
Auditor EIN: 366055558
Audit fees: $29,400
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$93,819

$99,313-5.5%

$178,505-47.4%

$99,313-5.5%

Participation rate

95.5%

71.7%+23.8pp

77.1%+18.4pp

71.7%+23.8pp

Annual return

18.05%

17.67%+0.4pp

27.16%-9.1pp

17.67%+0.4pp

Employer contribution / active EE

$4,498

$3,264+37.8%

$3,955+13.7%

$3,264+37.8%

Participant deferral / active EE

$10,592

$5,346+98.1%

$6,280+68.7%

$5,346+98.1%

Admin fee / account holder

$107

$109-2.4%

$10,428-99.0%

$109-2.4%

Provider

Service type

Compensation

T ROWE PRICE RPS INC10+ years

Service code 15

1307 POINT STREET · BALTIMORE, MD 21231

Recordkeeping

$420,130

GRANT THORNTON LLP4 years

Service code 10

33562 TREASURY CENTER · CHICAGO, IL 60694

Accounting

$29,400

AON CONSULTING3 years

Filed as: AON

Service code 16

200 E RANDOLPH STREET · CHICAGO, IL 60601

Consulting

$19,668

CCG WEALTH MANAGEMENT LLC1 year

Service code 26 · EIN 46-4092037

Advisory (Participants)

$10,350

FISHER INVESTMENTS3 years

Service code 26 · EIN 20-2480800

Advisory (Participants)

$7,812

CHARLES SCHWAB & CO., INC.7 years

Service code 33 · EIN 94-1737782

Shareholder servicing fees; Securitie...

$1,735

COSTAR REALTY INFORMATION, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COSTAR REALTY INFORMATION, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion