· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GP REAL ESTATE ADVISORS, LLC — GP REAL ESTATE ADVISORS 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251013214403NAL0000954595001
GP REAL ESTATE ADVISORS, LLC
Form 5500-SF
FILING_RECEIVED
GP REAL ESTATE ADVISORS 401(K) PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
9
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
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
GP REAL ESTATE ADVISORS, LLC
.
Find decision makers
Plan sponsor
Name
GP REAL ESTATE ADVISORS, LLC
EIN
47-5558706
Address
222 E CARRILLO ST. · STE. 111 · SANTA BARBARA, CA · 93101
Phone
(805) 202-5180
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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
SPRING CREEK ASSOCIATION
SPRING CREEK ASSOCIATION 401(K) RETIREMENT PLAN
$1.3M · 21 participants
THREE LEAF PARTNERS LLC
THREE LEAF PARTNERS LLC 401(K) PLAN
$1.3M · 23 participants
CONOPCO. REALTY & DEVELOPMENT, INC.
CONOPCO. REALTY & DEVELOPMENT, INC. 401(K) PLAN
$1.3M · 4 participants
FIDELIS INVESTORS LLC
FIDELIS INVESTORS LLC 401(K) PLAN
$1.3M · 15 participants
VOLO HOLDINGS, LLC
VOLO HOLDINGS, LLC 401(K) PLAN
$1.3M · 36 participants
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BILLION BRIGHT, LLC
BILLION BRIGHT, LLC 401K PLAN
$1.3M · 4 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
