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Original filing (PDF)20250723171531NAL0004786128001
KEYSTONE PACIFIC PROPERTY MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
KEYSTONE PACIFIC 401(K) PLAN
401(k) retirement plan
Active participants
383
Accounts w/ balance
247
Plan assets (EOY)
$16.5M
Net assets (EOY)
$16.5M
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 (directional)
88
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
- 53 bps in Schedule C fees — 82% above peer band of 29 bps.
- 64% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KEYSTONE PACIFIC PROPERTY MANAGEMENT, LLC.
Plan sponsor
Name
KEYSTONE PACIFIC PROPERTY MANAGEMENT, LLC
EIN
81-4443112
Address
16775 VON KARMAN AVE · STE 100 · IRVINE, CA · 926064966
Phone
(949) 833-2600
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
2025-07-23
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)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $30K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | ADVISOR | $35K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION ASSURANCE LLP | 30-0840934 | — | ACCOUNTANT/AUDITOR | $12K | — |
Investments
23 direct securities· $16.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $2.4M | 14.7% | |
| American Funds 2055 Target Date Retirement Fund R6 Mutual Fund | — | — | — | $1.9M | 11.3% | |
| Fidelity Government Money Market Fund K6 Mutual Fund | — | — | — | $1.4M | 8.7% | |
| American Funds 2050 Target Date Retirement Fund R6 Mutual Fund | — | — | — | $1.4M | 8.5% | |
| American Funds 2045 Target Date Retirement Fund R6 Mutual Fund | — | — | — | $1.1M | 6.7% | |
| American Funds 2035 Target Date Retirement Fund R6 Mutual Fund | — | — | — | $1.0M | 6.3% | |
| MFS Mid Cap Growth Fund R6 Mutual Fund | — | — | — | $789K | 4.8% | |
| American Century Ultra Fund R6 Mutual Fund | — | — | — | $741K | 4.5% | |
| American Funds EuroPacific Growth Fund Class R6 Mutual Fund | — | — | — | $695K | 4.2% | |
| Invesco Core Bond R6 Mutual Fund | — | — | — | $685K | 4.2% | |
| Fidelity Real Estate Investment Mutual Fund | — | — | — | $656K | 4.0% | |
| Fidelity Extended Market Index Mutual Fund | — | — | — | $547K | 3.3% | |
| American Funds 2040 Target Date Retirement Fund R6 Mutual Fund | — | — | — | $530K | 3.2% | |
| American Funds 2030 Target Date Retirement Fund R6 Mutual Fund | — | — | — | $519K | 3.2% | |
| American Funds 2025 Target Date Retirement Fund R6 Mutual Fund | — | — | — | $454K | 2.8% | |
| American Funds 2060 Target Date Retirement Fund R6 Mutual Fund | — | — | — | $438K | 2.7% | |
| Vanguard Equity Income Admiral Fund Mutual Fund | — | — | — | $328K | 2.0% | |
| American Century Mid Cap Value R6 Mutual Fund | — | — | — | $326K | 2.0% | |
| Participant Loans to participants, bearing interest at 4.25% to 9.50% | — | — | — | $261K | 1.6% | |
| Invesco Discovery Fund Class R6 Mutual Fund | — | — | — | $136K | 0.8% | |
| American Funds 2020 Target Date Retirement Fund R6 Mutual Fund | — | — | — | $116K | 0.7% | |
| American Funds 2010 Target Date Retirement Fund R6 Mutual Fund | — | — | — | $12K | <0.1% | |
| MFS New Discovery Value Fund R6 Mutual Fund | — | — | — | $9K | <0.1% |
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