How big is Fowler Property Acquisitions, LLC's plan?

Fowler Property Acquisitions, LLC's plan reported $22.2M in assets and 171 participants for 2024.

Original filing (PDF)20251015185516NAL0002786483001

Fowler Property Acquisitions, LLC

Name: Fowler Property Acquisitions, LLC — Fowler Property, Form 5500 (2024)
Creator: Fowler Property Acquisitions, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Fowler Property Acquisitions, LLC Retirement Savings Plan

401(k) retirement plan · Fowler Property Acquisitions, LLC's Fowler Property Acquisitions, LLC Retirement Savings Plan held $22.2M in plan assets for 171 participants in 2024, with Transamerica as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

171

Accounts w/ balance

265

Plan assets (EOY)

$22.2M

Net assets (EOY)

$22.2M

People on this filing

Joseph Clark signed Fowler Property Acquisitions, LLC's 2024 Form 5500 as plan administrator.

Joseph Clark — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Fowler Property Acquisitions, LLC's EIN is 33-1083684.

EIN 33-1083684

Plan number 001

Plan year 2024

ACK ID 20251015185516NAL0002786483001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fowler Property Acquisitions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fowler Property Acquisitions, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FOWLER PROPERTY ACQUISITIONS, LLC.

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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

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 367K (15% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (23rd percentile).

Plan sponsor

Name

FOWLER PROPERTY ACQUISITIONS, LLC

EIN

all filings

Address

2082 MICHELSON DR., FL. 4 · IRVINE, CA · 92612

Phone

(949) 399-2500

Industry

Real Estate

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

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS	13-3689044	—	RECORDKEEPER	$57K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES, INC.	13-2638166	—	INVESTMENT ADVISORY	$51K	—

Investments

35 direct securities· $22.2M(100% of reported assets)

Mutual Funds

$10.1M

15 holdings

Other securities

$7.9M

16 holdings

Common Collective Trusts

$3.1M

2 holdings

Stable Value

$1.1M

1 holding

Cash / Money Market

$29K

1 holding

					% of plan
BlackRock S&P 500 Index K Mutual Fund -	Common Collective Trusts	—	—	$2.5M	11.0%
American Funds New Perspective R6 Mutual Fund -	Mutual Funds	—	—	$1.5M	6.6%
MFS International Equity R6 Mutual Fund -	Mutual Funds	—	—	$1.4M	6.3%
Vanguard Mid Cap Index Adm Mutual Fund -	Mutual Funds	—	—	$1.1M	4.9%
Transamerica Stable Value Beacon Account Stable Value Fund -	Stable Value	—	—	$1.1M	4.8%
Alger Capital Appreciation Instl Y Mutual Fund -	Other securities	—	—	$966K	4.3%
AB Large Cap Growth Z Mutual Fund -	Other securities	—	—	$933K	4.2%
Fidelity Blue Chip Growth K6 Mutual Fund -	Mutual Funds	—	—	$905K	4.1%
T. Rowe Price U.S. Equity Research I Mutual Fund -	Other securities	—	—	$867K	3.9%
Vanguard Growth & Income Adm Mutual Fund -	Mutual Funds	—	—	$836K	3.8%
DFA Emerging Markets Core Equity I Mutual Fund -	Mutual Funds	—	—	$833K	3.7%
JPMorgan Equity Income R6 Mutual Fund -	Other securities	—	—	$830K	3.7%
Vanguard Long-Term Treasury Admiral Mutual Fund -	Mutual Funds	—	—	$828K	3.7%
American Century Small Cap Growth R6 Mutual Fund -	Other securities	—	—	$825K	3.7%
JPMorgan Mid Cap Growth R6 Mutual Fund -	Other securities	—	—	$787K	3.5%
Dodge & Cox Stock X Mutual Fund -	Mutual Funds	—	—	$772K	3.5%
Invesco Comstock R6 Mutual Fund -	Mutual Funds	—	—	$761K	3.4%
Principal Real Estate Securities R6 Mutual Fund -	Other securities	—	—	$741K	3.3%
iShares Russell 2000 Small Cap Index K Mutual Fund -	Common Collective Trusts	—	—	$697K	3.1%
PIMCO Income Instl Mutual Fund -	Mutual Funds	—	—	$673K	3.0%
Loomis Sayles Core Plus Bond N Mutual Fund -	Other securities	—	—	$629K	2.8%
Goldman Sachs Core Fixed Income R6 Mutual Fund -	Other securities	—	—	$526K	2.4%
PGIM High Yield R6 Mutual Fund -	Other securities	—	—	$447K	2.0%
MFS Technology R6 Mutual Fund -	Mutual Funds	—	—	$261K	1.2%
maturities vary -0-	Other securities	—	—	$231K	1.0%
MFS Emerging Markets Debt R6 Mutual Fund -	Mutual Funds	—	—	$131K	0.6%
PIMCO International Bond (USD Hedged) Instl Mutual Fund -	Mutual Funds	—	—	$116K	0.5%
BlackRock Health Sciences Opps K Mutual Fund -	Other securities	—	—	$62K	0.3%
Diversified cash reserve Interest-bearing Cash -	Cash / Money Market	—	—	$29K	0.1%
BlackRock Global Allocation K Mutual Fund -	Other securities	—	—	$27K	0.1%
Davis Financial Y Mutual Fund -	Other securities	—	—	$16K	<0.1%
MFS Utilities R6 Mutual Fund -	Mutual Funds	—	—	$8K	<0.1%
BlackRock Multi-Asset Income Portfolio K Mutual Fund -	Other securities	—	—	$5K	<0.1%
American Funds Capital Inc Bldr R6 Mutual Fund -	Mutual Funds	—	—	$2K	<0.1%
Oakmark Equity and Income Institutional Mutual Fund -	Other securities	—	—	$2K	<0.1%