· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SANSOME STREET MANAGEMENT, LLC — SANSOME STREET MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251012191530NAL0001073440001
SANSOME STREET MANAGEMENT, LLC
Form 5500-SF
FILING_RECEIVED
SANSOME STREET MANAGEMENT, LLC DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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
SANSOME STREET MANAGEMENT, LLC
.
Find decision makers
Plan sponsor
Name
SANSOME STREET MANAGEMENT, LLC
EIN
46-2198693
Address
720 S B STREET · SAN MATEO, CA · 94401
Phone
(510) 415-2888
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-12
Pension benefit codes
1A · Pay-related DB formula
3B · Covers self-employed individuals
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.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
SPMC CORPORATION
SUMMIT PROPERTY MANAGEMENT CORPORATION 401K PLAN AND TRUST
$1.4M · 23 participants
CAMP MANAGEMENT
CAMP MANAGEMENT 401(K) PLAN
$1.4M · 80 participants
UNIVERSITY OF MINNESOTA FOUNDATION DINNAKEN HOUS
UNIVERSITY OF MINNESOTA FOUNDATION DINNAKEN HOUSING, LLC 401(K) PLAN
$1.4M · 10 participants
SANDNER COMMERCIAL REAL ESTATE
SANDNER COMMERCIAL REAL ESTATE 401(K) PROFIT SHARING PLAN & TRUST
$1.4M · 47 participants
MOUNTAIN-N-PLAINS, INC.
MOUNTAIN-N-PLAINS, INC. 401(K) 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.
$1.4M · 19 participants
THE ZELLER GROUP INC
THE ZELLER GROUP INC 401(K) PROFIT SHARING PLAN & TRUST
$1.4M · 3 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
