· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PREFERRED CAPITAL ADVISORS, INC. — PREFERRED CAPITAL ADVISORS CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250701190228NAL0012901025001
PREFERRED CAPITAL ADVISORS, INC.
Form 5500-SF
FILING_RECEIVED
PREFERRED CAPITAL ADVISORS CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
10
Accounts w/ balance
—
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
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
PREFERRED CAPITAL ADVISORS, INC.
.
Find decision makers
Plan sponsor
Name
PREFERRED CAPITAL ADVISORS, INC.
EIN
75-3047260
Address
555 CAPITAL MALL · SUITE 995 · SACRAMENTO, CA · 95814
Phone
(916) 669-4690
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
2025-07-01
Pension benefit codes
1C · Cash balance or similar hybrid DB
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
PROVIDENCE MANAGEMENT COMPANY, LLC
PROVIDENCE MANAGEMENT COMPANY, LLC RETIREMENT PLAN
$4.7M · 70 participants
OCEAN PARK ADVISORS, LLC
OCEAN PARK ADVISORS, LLC 401(K) PROFIT SHARING PLAN
$4.7M · 10 participants
BOSTON CAPITAL II, LLC
BOSTON CAPITAL II, LLC 401(K) PLAN
$4.7M · 12 participants
R.Y. PROPERTIES, INC.
R.Y. PROPERTIES, INC. DEFINED BENEFIT PENSION PLAN
$4.7M · 5 participants
HOMES FOR OUR TROOPS, INC.
HOMES FOR OUR TROOPS, 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.
$4.7M · 73 participants
THE HOGAN GROUP
THE HOGAN GROUP 401(K) PLAN
$4.7M · 5 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
