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Original filing (PDF)20251011053811NAL0004628307001
GLEIBERMAN PROPERTIES INC.
Form 5500
FILING_RECEIVED
MG PROPERTIES RETIREMENT PLAN
401(k) retirement plan
Active participants
633
Accounts w/ balance
752
Plan assets (EOY)
$22.0M
Net assets (EOY)
$22.0M
How this plan invests
This plan
1 pooled trust
Schedule D
58 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
- 68 bps in Schedule C fees — 135% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLEIBERMAN PROPERTIES INC..
Plan sponsor
Name
GLEIBERMAN PROPERTIES INC.
EIN
33-0711832
Address
10505 SORRENTO VALLEY ROAD · SUITE 300 · SAN DIEGO, CA · 92121
Phone
(858) 366-6511
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
2025-10-11
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
CONSIDINE & CONSIDINE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $105K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AXA ADVISORS, LLC | 13-4071393 | — | INVESTMENT ADVISORS | $44K | — |
Investments
55 direct securities · 1 pooled fund· $22.1M(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.
Registered Investment Companies
$21.1M
50 holdings
Uncategorized
$636K
5 holdings
Common Collective Trust
$389K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $2.6M | 11.8% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $2.1M | 9.6% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $2.0M | 9.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.8M | 8.3% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.7M | 7.9% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $1.6M | 7.3% | |
| NUVEEN LIFESTYLE GROWTH R6 | Registered Investment Companies | — | — | $990K | 4.5% | |
| AMERICAN CENTURY MID CP VAL R6 340 REGISTERED INVESTMENT COMPANY AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $920K | 4.2% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $883K | 4.0% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $642K | 2.9% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $548K | 2.5% | |
| Page 21 | — | — | — | $528K | 2.4% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $406K | 1.8% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $402K | 1.8% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $389K | 1.8% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $382K | 1.7% | |
| NUV LIFESTYLE AGGR GR R6 | Registered Investment Companies | — | — | $350K | 1.6% | |
| JPMORGAN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $327K | 1.5% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $310K | 1.4% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $278K | 1.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $237K | 1.1% | |
| PGIM GLOBAL TOTAL RTN R6 55 REGISTERED INVESTMENT COMPANY BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $229K | 1.0% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $225K | 1.0% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $190K | 0.9% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $169K | 0.8% | |
| DFA US SM CAP PORTFOLIO INST | Registered Investment Companies | — | — | $161K | 0.7% | |
| FEDERATED HERMES INSTL HIYD BD 254 REGISTERED INVESTMENT COMPANY VAN TOTAL WLD STOCK IDX- ADMIR | Registered Investment Companies | — | — | $130K | 0.6% | |
| NUVEEN LIFESTYLE INCOME R6 | Registered Investment Companies | — | — | $129K | 0.6% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $126K | 0.6% | |
| T ROWE PRICE GLB STOCK | Registered Investment Companies | — | — | $125K | 0.6% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $112K | 0.5% | |
| Page 19 | — | — | — | $100K | 0.5% | |
| DFA US LARGE CO FUND I | Registered Investment Companies | — | — | $100K | 0.5% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $84K | 0.4% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $76K | 0.3% | |
| NUVEEN LIFESTYLE MODERATE R6 | Registered Investment Companies | — | — | $63K | 0.3% | |
| DFA INTERNATIONAL SM CO INST | Registered Investment Companies | — | — | $60K | 0.3% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $55K | 0.2% | |
| VANGUARD LONG TRM TREASURY ADM | Registered Investment Companies | — | — | $52K | 0.2% | |
| JPM CORE BOND R6 | Registered Investment Companies | — | — | $50K | 0.2% | |
| FIDELITY ADVISOR INTL CAP APP | Registered Investment Companies | — | — | $48K | 0.2% | |
| DFA LARGE CAP INTL PORT INST | Registered Investment Companies | — | — | $47K | 0.2% | |
| NUVEEN INT EQ INDEX R6 | Registered Investment Companies | — | — | $46K | 0.2% | |
| JPM EMERGING MARKETS EQUITY R6 | Registered Investment Companies | — | — | $39K | 0.2% | |
| NUVEEN LIFESTYLE CONS R6 | Registered Investment Companies | — | — | $39K | 0.2% | |
| VANGUARD SHRT TERM FED-ADMIRAL | Registered Investment Companies | — | — | $35K | 0.2% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $30K | 0.1% | |
| NUVEEN RE SECURITIES SELECT R6 | Registered Investment Companies | — | — | $28K | 0.1% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $23K | 0.1% | |
| PRI SC S&P 600 INDEX - R6 | Registered Investment Companies | — | — | $20K | <0.1% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $12K | <0.1% | |
| FEDERATED HM BOND FUND R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% | |
| FIDELITY ADV LTD TERM BOND I | Registered Investment Companies | — | — | $1K | <0.1% |
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