ESTATE PROPERTY MANAGEMENT, INC. 401(K) & PROFIT SHARING PLAN
401(k) retirement plan
Active participants
34
Accounts w/ balance
24
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score
76
/ 100
Grade B
Above-average plan
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
16
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ESTATE PROPERTY MANAGEMENT, INC..
Plan sponsor
Name
ESTATE PROPERTY MANAGEMENT, INC.
EIN
27-0333532
Address
3640 SAGUNTO STREET, SUITE 302 · SANTA YNEZ, CA · 93460
