· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DAVID WANK INVESTMENTS, LLC — DAVID WANK INVESTMENTS, LLC PROFIT SHARING 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250724180320NAL0002966483001
DAVID WANK INVESTMENTS, LLC
Form 5500-SF
FILING_RECEIVED
DAVID WANK INVESTMENTS, LLC PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
5
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
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
DAVID WANK INVESTMENTS, LLC
.
Find decision makers
Plan sponsor
Name
DAVID WANK INVESTMENTS, LLC
EIN
56-2345124
Address
5743 CORSA AVENUE STE 201 · WESTLAKE VILLAGE, CA · 91362
Phone
(818) 865-2000
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
2025-07-24
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
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
LAW OFFICE OF ROBERT E. SLAVIN, PC DBA ASSESSMENT COUNSELLING SERVICES
ASSESSMENT COUNSELLING SERVICES 401(K) PROFIT SHARING PLAN
$4.1M · 8 participants
THOROFARE HOLDINGS, LLC
THOROFARE HOLDINGS, LLC 401(K) PROFIT SHARING PLAN
$4.1M · 25 participants
PENN FLORIDA CAPITAL CORPORATION
PENN FLORIDA COMPANIES 401(K) PLAN
$4.1M · 58 participants
THE MORTGAGE COMPANY
THE MORTGAGE COMPANY SAVINGS & RETIREMENT PLAN
$4.1M · 8 participants
GREATER BOSTON REAL ESTATE BOA
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.
GREATER BOSTON REAL ESTATE BOA 401(K) PROFIT SHARING PLAN & TRUST
$4.1M · 23 participants
BMS MANAGEMENT GROUP, LLC
BMS MANAGEMENT GROUP, LLC 401(K) PLAN
$4.1M · 10 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
