· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SAMBAZIS INC — SAMBAZIS INC .401K PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20230531152547NAL0019766833001
SAMBAZIS INC
Form 5500-SF
FILING_RECEIVED
SAMBAZIS INC .401K PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
3
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SAMBAZIS INC
.
Find decision makers
Plan sponsor
Name
SAMBAZIS INC
EIN
26-1718371
Address
12544 HIGH BLUFF DRIVE · SUITE 100 · SAN DIEGO, CA · 92130
Phone
(858) 373-3174
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-05-31
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
CALIBER COMPANY, LLC
CALIBER COMPANY 401(K) PLAN
$1.6M · 66 participants
KERN5 REALTY CORP.
KERN5 REALTY CORP. DEFINED BEENEFIT PLAN
$1.6M · 2 participants
J. SULLCO, INC.
J. SULLCO, INC. PROFIT SHARING PLAN
$1.6M · 4 participants
ZACHARIAE REALTY CORP.
ZACHARIAE REALTY CORP. 401(K) PROFIT SHARING PLAN & TRUST
$1.6M · 14 participants
J & P REAL ESTATE SERVICES INC.
J & P REAL ESTATE SERVICES INC. RETIREMENT PLAN
$1.6M · 5 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
TWENTY ONE REAL ESTATE, INC
TWENTY ONE REAL ESTATE, INC
$1.6M · 14 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B