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Original filing (PDF)20251014173530NAL0001712211001
FIVE POINT COMMUNITIES MGMT INC
Form 5500
FILING_RECEIVED
FIVE POINT 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
90
Accounts w/ balance
189
Plan assets (EOY)
$65.3M
Net assets (EOY)
$65.3M
How this plan invests
This plan
6 pooled trusts
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Institutional Index Fund" is 26% of plan.
Helping the score
- Below-peer total fees (3 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIVE POINT COMMUNITIES MGMT INC.
Plan sponsor
Name
FIVE POINT COMMUNITIES MGMT INC
EIN
27-0179123
Address
2000 FIVE POINT 4TH FLOOR · IRVINE, CA · 92618
Phone
(949) 275-8960
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MILLER KAPLAN ARASE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $17K | — |
Investments
11 direct securities · 6 pooled funds· $78.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$51.2M
11 holdings
Pooled Separate Account
$14.1M
5 holdings
Common Collective Trust
$13.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | — | — | — | $17.1M | 26.1% | |
| Collective Trust Prudential Stable Value Fund | — | — | — | $13.3M | 20.4% | |
| PRU CORE INTERMEDIATE BOND FUND PRUDENTIAL TRUST CO · EIN 23-6994310 / PN 214 | Common Collective Trust | — | — | $13.3M | 20.4% | |
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $6.7M | 10.3% | |
| Vanguard Total Bond Market Index | — | — | — | $5.3M | 8.2% | |
| COLUMBIA DIVIDEND VALUE (IS PLATFOR EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 785 | Pooled Separate Account | — | — | $4.7M | 7.1% | |
| American Funds EuroPacific Growth | — | — | — | $3.5M | 5.4% | |
| Vanguard Total Intl Stock | — | — | — | $2.5M | 3.9% | |
| T. Rowe Price Integrated US Small Cap Growth Equity Fund | — | — | — | $2.5M | 3.8% | |
| Empower*: Mutual Funds MFS Mid Cap Value Fund | — | — | — | $2.3M | 3.5% | |
| Vanguard Extended Market Index Fund | — | — | — | $1.8M | 2.8% | |
| MassMutual Mid Cap Growth | — | — | — | $1.8M | 2.7% | |
| SMALL CAP VALUE / VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | — | $1.6M | 2.4% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $1.2M | 1.8% | |
| Dodge & Cox Income X Fund | — | — | — | $777K | 1.2% | |
| through 2037, collateralized by the participants' accounts. | — | — | — | $192K | 0.3% | |
| INCOMEFLEX SELECT CONSERVATIVE GROW EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 514 | Pooled Separate Account | — | — | $16K | <0.1% |