How big is Peninsula West, LLC's plan?

Peninsula West, LLC's plan reported $1.4M in assets and 28 participants for 2024.

Original filing (PDF)20251015163926NAL0006798656002

Peninsula West, LLC

Name: Peninsula West, LLC — Peninsula West, LLC 401(k), Form 5500 (2024)
Creator: Peninsula West, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Peninsula West, LLC 401(k) Plan

401(k) retirement plan · Peninsula West, LLC's Peninsula West, LLC 401(k) Plan held $1.4M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Richard S Gregersen signed Peninsula West, LLC's 2024 Form 5500 as plan administrator.

Richard S Gregersen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Peninsula West, LLC's EIN is 20-5625342.

EIN 20-5625342

Plan number 001

Plan year 2024

ACK ID 20251015163926NAL0006798656002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Peninsula West, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Peninsula West, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PENINSULA WEST, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

PENINSULA WEST, LLC

EIN

all filings

Address

200 S. SANTA CRUZ AVENUE, · #103 · LOS GATOS, CA · 95030

Phone

(408) 395-8899

Industry

Real Estate

Plan administrator