Original filing (PDF)20250501134009NAL0003239473001

WALNUT CREEK MUTUAL 58

Name: WALNUT CREEK MUTUAL 58 — WALNUT CREEK MUTUAL 58 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: WALNUT CREEK MUTUAL 58

Form 5500-SF

FILING_RECEIVED

WALNUT CREEK MUTUAL 58 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WALNUT CREEK MUTUAL 58.

Plan sponsor

Name

WALNUT CREEK MUTUAL 58

EIN

68-0200599

Address

1860 TICE CREEK DR STE 1 · WALNUT CREEK, CA · 945952467

Phone

(925) 977-7707

Industry

Real Estatesee 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

2025-05-01

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

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

MID AMERICA LAND TITLE AGENCY, INC. DBA M & M TITLE CO.

M & M TITLE CO. 401(K) PLAN

$2.5M · 26 participants

RUNKEL ABSTRACT & TITLE COMPANY

RUNKEL ABSTRACT & TITLE COMPANY SAVINGS AND RETIREMENT PLAN

$2.5M · 30 participants

CORE TITLE SERVICES LLC

CORE TITLE SERVICES LLC 401(K) PLAN

$2.5M · 25 participants

ALFA IDG LLC

ALFA IDG LLC DEFINED BENEFIT PENSION PLAN

$2.5M · 4 participants

TOOLEY ASSET SERVICES COMPANY, L

TOOLEY ASSET SERVICES COMPANY, LLC 401(K) PLAN