Original filing (PDF)20231009171011NAL0027066433001

EXCLUSIVE LIFESTYLES SAN FRANCISCO, INC. DBA CORCORAN GLOBAL LIVING

Name: EXCLUSIVE LIFESTYLES SAN FRANCISCO, INC. DBA CORCORAN GLOBAL LIVING — EXCLUSIVE LIFESTYLES SAN FRANCISCO, INC. 401(K) PLAN, Form 5500 (2022)
Creator: EXCLUSIVE LIFESTYLES SAN FRANCISCO, INC. DBA CORCORAN GLOBAL LIVING

Form 5500-SF

FILING_RECEIVED

EXCLUSIVE LIFESTYLES SAN FRANCISCO, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EXCLUSIVE LIFESTYLES SAN FRANCISCO, INC. DBA CORCORAN GLOBAL LIVING.

Plan sponsor

Name

EXCLUSIVE LIFESTYLES SAN FRANCISCO, INC. DBA CORCORAN GLOBAL LIVING

EIN

84-4021110

Address

1116 SOUTH EL CAMINO REAL · SAN MATEO, CA · 944022804

Phone

(415) 426-3202

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-10-01

Tax period

2022-12-31

Filed

2023-10-09

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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