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Original filing (PDF)20251008143423NAL0003362291001
EUREKA REALTY PARTNERS INC DBA CRAIG REALTY GROUP
Form 5500
FILING_RECEIVED
CRAIG REALTY GROUP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
~80 bps in Sched C fees
Active participants
576
Accounts w/ balance
543
Plan assets (EOY)
$7.8M
Net assets (EOY)
$7.8M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 80 bps in Schedule C fees — 53% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EUREKA REALTY PARTNERS INC DBA CRAIG REALTY GROUP.
Plan sponsor
Name
EUREKA REALTY PARTNERS INC DBA CRAIG REALTY GROUP
EIN
33-0678874
Address
4100 MACARTHUR BLVD., SUITE 100 · NEWPORT BEACH, CA · 92660
Phone
(949) 224-4100
Industry
Management of Companies / Holdingssee 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
2025-10-08
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $32K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION | 04-3046611 | — | INVESTMENT ADVISOR | $19K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EUREKA REALTY PARTNERS INC DBA CRAI | 33-0678874 | — | PLAN SPONSOR | $12K | — |
Investments
35 direct securities· $7.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Tiaa-Cref Lifecycle Index 2025 Inst | — | — | — | $1.4M | 17.4% | |
| Transamerica Life Ins Co Transamerica Stbl Val Core Op | — | — | — | $787K | 10.1% | |
| Tiaa-Cref Lifecycle Index 2040 Inst | — | — | — | $587K | 7.5% | |
| Tiaa-Cref Large Cap Gr Index Instl | — | — | — | $523K | 6.7% | |
| Tiaa-Cref Lifecycle Index 2035 Inst | — | — | — | $521K | 6.6% | |
| Tiaa-Cref Lifecycle Index 2030 Inst | — | — | — | $507K | 6.5% | |
| Vanguard 500 Index Adm | — | — | — | $356K | 4.5% | |
| MFS Mid Cap Value R6 | — | — | — | $270K | 3.4% | |
| Dimensional DFA US Large Co | — | — | — | $264K | 3.4% | |
| MFS International Equity R6 | — | — | — | $247K | 3.2% | |
| Tiaa-Cref Lifecycle Idx Rt Inc Inst | — | — | — | $216K | 2.8% | |
| Vanguard Information Technology Idx Adm | — | — | — | $204K | 2.6% | |
| Tiaa-Cref Lifecycle Index 2050 Inst | — | — | — | $203K | 2.6% | |
| Legg Mason/Western Asset Western Asset Core Plus Bond IS | — | — | — | $194K | 2.5% | |
| Tiaa-Cref Lifecycle Index 2055 Inst | — | — | — | $192K | 2.5% | |
| Vanguard Equity Income Adm | — | — | — | $181K | 2.3% | |
| Janus Henderson Balanced N | — | — | — | $162K | 2.1% | |
| Tiaa-Cref Lifecycle Index 2045 Inst | — | — | — | $158K | 2.0% | |
| Vanguard Mid Cap Index Adm | — | — | — | $131K | 1.7% | |
| Tiaa-Cref Lifecycle Index 2060 Inst | — | — | — | $128K | 1.6% | |
| Tiaa-Cref Lifecycle Index 2065 Inst | — | — | — | $113K | 1.4% | |
| Vanguard US Growth Admiral | — | — | — | $63K | 0.8% | |
| PIMCO Income Instl | — | — | — | $63K | 0.8% | |
| Notes Receivable with Interest Rates * Participants of 4.25% to 9.50% - | — | — | — | $60K | 0.8% | |
| Schwab Small Cap Index | — | — | — | $59K | 0.8% | |
| Janus Henderson Enterprise N | — | — | — | $44K | 0.6% | |
| Vanguard Small-Cap Value Index Fund | — | — | — | $43K | 0.5% | |
| Tiaa-Cref Lifecycle Index 2020 Inst | — | — | — | $34K | 0.4% | |
| American Funds American Funds New Perspective R6 904 Blackrock Health Sciences Opps K | — | — | — | $34K | 0.4% | |
| Reliance Trust Company Cash Reserve Account | — | — | — | $34K | 0.4% | |
| American Funds American Funds New World R6 | — | — | — | $28K | 0.4% | |
| Blackrock Total Return K | — | — | — | $24K | 0.3% | |
| Dimensional DFA International Small Company I 123 Dimensional DFA Real Estate Securities I | — | — | — | $19K | 0.2% | |
| PGIM High Yield R6 | — | — | — | $15K | 0.2% | |
| Tiaa-Cref Lifecycle Index 2010 Inst | — | — | — | $3K | <0.1% |
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