How big is Keystone Pacific Property Management, LLC's plan?

Keystone Pacific Property Management, LLC's plan reported $16.5M in assets and 383 participants for 2024.

Original filing (PDF)20250723171531NAL0004786128001

Keystone Pacific Property Management, LLC

Name: Keystone Pacific Property Management, LLC — Form 5500 Plan 001 (2024)
Creator: Keystone Pacific Property Management, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Keystone Pacific 401(k) Plan

401(k) retirement plan · Keystone Pacific Property Management, LLC's Keystone Pacific 401(k) Plan held $16.5M in plan assets for 383 participants in 2024, with Fidelity as recordkeeper.

Active participants

383

Accounts w/ balance

247

Plan assets (EOY)

$16.5M

Net assets (EOY)

$16.5M

People on this filing

Deanna Miranda signed Keystone Pacific Property Management, LLC's 2024 Form 5500 as plan administrator.

Deanna Miranda — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Keystone Pacific Property Management, LLC's EIN is 81-4443112.

EIN 81-4443112

Plan number 001

Plan year 2024

ACK ID 20250723171531NAL0004786128001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Keystone Pacific Property Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Keystone Pacific Property Management, LLC's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEYSTONE PACIFIC PROPERTY MANAGEMENT, LLC.

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How this plan invests

This plan

23 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (19th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).

Plan sponsor

Name

KEYSTONE PACIFIC PROPERTY MANAGEMENT, LLC

EIN

all filings

Address

16775 VON KARMAN AVE · STE 100 · IRVINE, CA · 926064966

Phone

(949) 833-2600

Industry

Real Estate

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

2025-07-23

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$30K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
SAGEVIEW ADVISORY GROUP LLC	33-0818667	—	ADVISOR	$35K	—
STRATEGIC ADVISORS, INC.

Investments

23 direct securities· $16.5M(100% of reported assets)

Mutual Funds

$12.7M

19 holdings

Common Collective Trusts

$2.4M

1 holding

Other securities

$1.1M

2 holdings

Bonds / Notes

$261K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.4M	14.7%
American Funds 2055 Target Date Retirement Fund R6 Mutual Fund	Mutual Funds	—	—	$1.9M	11.3%
Fidelity Government Money Market Fund K6 Mutual Fund	Mutual Funds	—	—	$1.4M	8.7%
American Funds 2050 Target Date Retirement Fund R6 Mutual Fund	Mutual Funds	—	—	$1.4M	8.5%
American Funds 2045 Target Date Retirement Fund R6 Mutual Fund	Mutual Funds	—	—	$1.1M	6.7%
American Funds 2035 Target Date Retirement Fund R6 Mutual Fund	Mutual Funds	—	—	$1.0M	6.3%
MFS Mid Cap Growth Fund R6 Mutual Fund	Mutual Funds	—	—	$789K	4.8%
American Century Ultra Fund R6 Mutual Fund	Other securities	—	—	$741K	4.5%
American Funds EuroPacific Growth Fund Class R6 Mutual Fund	Mutual Funds	—	—	$695K	4.2%
Invesco Core Bond R6 Mutual Fund	Mutual Funds	—	—	$685K	4.2%
Fidelity Real Estate Investment Mutual Fund	Mutual Funds	—	—	$656K	4.0%
Fidelity Extended Market Index Mutual Fund	Mutual Funds	—	—	$547K	3.3%
American Funds 2040 Target Date Retirement Fund R6 Mutual Fund	Mutual Funds	—	—	$530K	3.2%
American Funds 2030 Target Date Retirement Fund R6 Mutual Fund	Mutual Funds	—	—	$519K	3.2%
American Funds 2025 Target Date Retirement Fund R6 Mutual Fund	Mutual Funds	—	—	$454K	2.8%
American Funds 2060 Target Date Retirement Fund R6 Mutual Fund	Mutual Funds	—	—	$438K	2.7%
Vanguard Equity Income Admiral Fund Mutual Fund	Mutual Funds	—	—	$328K	2.0%
American Century Mid Cap Value R6 Mutual Fund	Other securities	—	—	$326K	2.0%
Participant Loans to participants, bearing interest at 4.25% to 9.50%	Bonds / Notes	—	—	$261K	1.6%
Invesco Discovery Fund Class R6 Mutual Fund	Mutual Funds	—	—	$136K	0.8%
American Funds 2020 Target Date Retirement Fund R6 Mutual Fund	Mutual Funds	—	—	$116K	0.7%
American Funds 2010 Target Date Retirement Fund R6 Mutual Fund	Mutual Funds	—	—	$12K	<0.1%
MFS New Discovery Value Fund R6 Mutual Fund	Mutual Funds	—	—	$9K	<0.1%