Back to filter
Original filing (PDF)20251015144441NAL0006629824001
IBORROW, L.P.
Form 5500-SF
FILING_RECEIVED
IBORROW, L.P. 401(K) PLAN AND TRUST
401(k) retirement plan
Active participants
20
Accounts w/ balance
26
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IBORROW, L.P..
Plan sponsor
Name
IBORROW, L.P.
EIN
30-0756191
Address
12100 WILSHIRE BLVD SUITE 510 · LOS ANGELES, CA · 90025
Phone
(310) 843-0013
Industry
Real Estatesee 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
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Real Estate plans
THE PENFIELD TEAM, LLC
THE PENFIELD TEAM, LLC DEFINED BENEFIT PLAN
$2.5M · 3 participants
CM MANAGEMENT SERVICES
CRUZAN 401(K) PLAN
$2.5M · 19 participants
VISTA REAL ESTATE, INC.
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF VISTA REAL ESTATE, INC.
$2.5M · 22 participants
SIGNET DEVELOPMENT, LTD
SIGNET DEVELOPMENT 401(K) PLAN
$2.5M · 53 participants
GW LAND DEVELOPMENT OF MN, LLC
GW LAND DEVELOPMENT OF MN, LLC CASH BALANCE PLAN
$2.5M · 5 participants
MARK GOODMAN & ASSOCIATES, INC.
MARK GOODMAN & ASSOCIATES, INC. EMPLOYEES PROFIT SHARING PLAN
$2.5M · 2 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