· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
TOOLEY ASSET SERVICES COMPANY, L — TOOLEY ASSET SERVICES COMPANY, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250707204418NAL0006260640001
TOOLEY ASSET SERVICES COMPANY, L
Form 5500-SF
FILING_RECEIVED
TOOLEY ASSET SERVICES COMPANY, LLC 401(K) PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
9
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
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
TOOLEY ASSET SERVICES COMPANY, L
.
Find decision makers
Plan sponsor
Name
TOOLEY ASSET SERVICES COMPANY, L
EIN
81-4247609
Address
11661 SAN VICENTE BLVD · SUITE 850 · LOS ANGELES, CA · 90049
Phone
(310) 458-2504
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
2025-07-07
Pension benefit codes
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)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
GEORGES COMPANY INC
GEORGES COMPANY INC 401(K) PROFIT SHARING PLAN & TRUST
$2.5M · 7 participants
ALLEGHENY HOUSING REHABILITATION CORP
ALLEGHENY HOUSING REHABILITATION CORPORATION 401(K) PLAN
$2.5M · 8 participants
ALFA IDG LLC
ALFA IDG LLC DEFINED BENEFIT PENSION PLAN
$2.5M · 4 participants
ARROWOOD DEVELOPMENT LLC
ARROWOOD DEVELOPMENT LLC 401(K) PLAN
$2.5M · 7 participants
TRANSFER TITLE AGENCY
TTA, TTC, SKIDMORE 401K 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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.5M · 12 participants
MID AMERICA LAND TITLE AGENCY, INC. DBA M & M TITLE CO.
M & M TITLE CO. 401(K) PLAN
$2.5M · 26 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
