· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CAL WEST APARTMENTS, INC. — CAL WEST APARTMENTS, INC. 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251014173519NAL0007048466004
CAL WEST APARTMENTS, INC.
Form 5500-SF
FILING_RECEIVED
CAL WEST APARTMENTS, INC. 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$309K
Net assets (EOY)
$309K
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
CAL WEST APARTMENTS, INC.
.
Find decision makers
Plan sponsor
Name
CAL WEST APARTMENTS, INC.
EIN
83-3580083
Address
4627 RUFFNER STREET · SAN DIEGO, CA · 92111
Phone
—
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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
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
PRESTWICK DEVELOPMENT COMPANY LLC
STRIVE 360 LLC 401(K)
$309K
STAMFORD ENTERTAINMENT INC
STAMFORD REAL ESTATE & ENTERTAINMENT
$309K · 15 participants
RB MANAGEMENT SERVICES INC
RB MANAGEMENT SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST
$309K · 12 participants
PRESCOTT PARTNERS MANAGEMENT LLC
PRESCOTT PARTNERS MANAGEMENT 401(K) PLAN
$308K · 4 participants
LOUISVILLE GALLERIA SERVICES, LLC
LOUISVILLE GALLERIA SERVICES, LLC RETIREMENT SAVIN GS 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.
$310K · 18 participants
C4 MANAGEMENT CO INC
C4 MANAGEMENT CO INC PROFIT SHARING PLAN AND TRUST
$307K · 1 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
