· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CASTER PROPERTIES, INC. — CASTER PROPERTIES, INC. 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250401160537NAL0014392194001
CASTER PROPERTIES, INC.
Form 5500-SF
FILING_RECEIVED
CASTER PROPERTIES, INC. 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
120
Accounts w/ balance
80
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
Plan health score (directional)
74
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
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
CASTER PROPERTIES, INC.
.
Find decision makers
Plan sponsor
Name
CASTER PROPERTIES, INC.
EIN
33-0884993
Address
4607 MISSION GORGE PLACE · SAN DIEGO, CA · 92120
Phone
(619) 287-8873
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
2025-04-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
UPTOWN RENTAL PROPERTIES LLC
UPTOWN RENTAL PROPERTIES, LLC 401(K) PLAN
$4.8M · 107 participants
AJT MANAGEMENT SERVICES
AJT & AFFILIATES 401(K) PLAN
$4.8M · 30 participants
CWPM, INC.
CWPM, INC. 401(K) PLAN
$4.8M · 28 participants
SPIEKER COMPANIES, INC.
SPIEKER COMPANIES, INC. 401(K) PROFIT SHARING PLAN
$4.8M · 137 participants
CWS MARKETING GROUP, INC
CWS MARKETING GROUP, INC. 401K
$4.7M · 29 participants
80
Knocking points off
No independent qualified public accountant (IQPA) named.
67% balance-to-active ratio — below typical for a healthy 401(k).
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BROWN BAER MANAGEMENT, INC.
BROWN BAER MANAGEMENT, INC. 401(K) PS PLAN
$4.7M · 7 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
