· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SANSOME STREET ADVISORS, INC. — SANSOME STREET ADVISORS, INC. RETIREMENT TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250605103357NAL0009075459004
SANSOME STREET ADVISORS, INC.
Form 5500-SF
FILING_RECEIVED
SANSOME STREET ADVISORS, INC. RETIREMENT TRUST
401(k) retirement plan
Active participants
0
Accounts w/ balance
4
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
87
/ 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
SANSOME STREET ADVISORS, INC.
.
Find decision makers
Plan sponsor
Name
SANSOME STREET ADVISORS, INC.
EIN
26-1753614
Address
220 MONTGOMERY ST · 1650 · SAN FRANCISCO, CA · 94104
Phone
(415) 834-1204
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-05
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
PASTANCH, LLC
PASTANCH, LLC 401(K) PLAN
$1.3M · 40 participants
AA INTERNATIONAL HOLDING COMPANY, LLC
AA INTERNATIONAL HOLDING COMPANY, LLC CASH BALANCE PLAN
$1.3M · 2 participants
MODELL CITY, INC. DBA GROUP O'DELL
GROUP O'DELL 401(K) PROFIT SHARING PLAN
$1.3M · 5 participants
RORY S. COAKLEY REALTY, INC.
RORY S. COAKLEY REALTY, INC. CASH BALANCE PENSION PLAN
$1.3M · 7 participants
AGENT ELITE, INC.
AGENT ELITE, INC. 401(K) PROFIT SHARING PLAN
90
Knocking points off
No active participants reported but plan still holds assets.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.3M · 26 participants
AVENUE DEVELOPMENT, LLC
AVENUE DEVELOPMENT, LLC 401(K) PLAN
$1.3M · 10 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
