· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ANTHEM REAL ESTATE VENTURES, INC — ANTHEM REAL ESTATE VENTURES, INC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251015123427NAL0009606770001
ANTHEM REAL ESTATE VENTURES, INC
Form 5500-SF
FILING_RECEIVED
ANTHEM REAL ESTATE VENTURES, INC 401(K) PLAN
401(k) retirement plan
Active participants
20
Accounts w/ balance
6
Plan assets (EOY)
$254K
Net assets (EOY)
$254K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
ANTHEM REAL ESTATE VENTURES, INC
.
Find decision makers
Plan sponsor
Name
ANTHEM REAL ESTATE VENTURES, INC
EIN
81-5109969
Address
1531 LORING ST · SAN DIEGO, CA · 92109
Phone
(619) 694-9253
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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2J · 401(k) feature
2K · 401(m) arrangement
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
2000 ISLAND BOULEVARD CONDOMINIUM ASSOCIATION, INC.
2000 ISLAND BOULEVARD CONDOMINIUM ASSOC. , 401(K) PLAN
$254K · 11 participants
JOHN & DIRK VANDER STERRE PTR DBA VANDER STERRE BROTHERS CONSTRUCTION
JOHN & DIRK VANDER STERRE PTR 401(K) PLAN
$253K · 9 participants
HENRY STREET ADVISORS LLC
PUNTA GORDA PROPERTIES 401(K) PLAN AND TRUST
$256K · 3 participants
MAXUM PROPERTIES INC
MAXUM PROPERTIES INC 401(K) PLAN
$252K · 12 participants
VENTURES DEVELOPMENT GROUP, LLC
65
Knocking points off
Only 30% as many balances as active participants — suggests many active employees aren't deferring.
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.
VENTURES DEVELOPMENT GROUP 401(K) PLAN
$252K · 6 participants
ST MARYS ROLAND VIEW TOWERS
ST MARYS ROLAND VIEW TOWERS 401 K PROFIT SHARING PLAN TRUST
$256K · 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
