· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PACIFIC WEST ASSOCIATION OF REALTOR — PACIFIC WEST ASSOCIATION OF REALTORS 401(K) SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250627115157NAL0022671330001
PACIFIC WEST ASSOCIATION OF REALTOR
Form 5500-SF
FILING_RECEIVED
PACIFIC WEST ASSOCIATION OF REALTORS 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
29
Accounts w/ balance
30
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PACIFIC WEST ASSOCIATION OF REALTOR
.
Find decision makers
Plan sponsor
Name
PACIFIC WEST ASSOCIATION OF REALTOR
EIN
33-0729887
Address
1601 E. ORANGEWOOD AVENUE · ANAHEIM, CA · 92805
Phone
(714) 245-5570
Industry
Real Estate
see 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
2025-06-27
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)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
OAKMONT INDUSTRIAL GROUP IV, LLC
OAKMONT INDUSTRIAL GROUP IV, LLC 401K PLAN
$8.3M · 12 participants
DANIEL B. KATZ & ASSOCIATES CORP
DANIEL B. KATZ & ASSOCIATES CORP. 401(K) PLAN
$8.3M · 24 participants
WELLINGTON MANAGEMENT INC.
WELLINGTON MANAGEMENT INC. 401K RETIREMENT PLAN
$8.3M · 45 participants
CULLINAN PROPERTIES, LTD.
CULLINAN PROPERTIES, LTD. 401(K) PLAN AND TRUST
$8.3M · 60 participants
NAI EARLE FURMAN LLC
NAI EARLE FURMAN 401(K) AND PROFIT SHARING PLAN
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.
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.
$8.3M · 70 participants
SECURITY DEVELOPMENT CORPORATION
SECURITY DEVELOPMENT CORPORATION 401(K) PLAN
$8.3M · 8 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
