· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MADRONA PARTNERS, LLC — MADRONA PARTNERS, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250609101934NAL0040602658001
MADRONA PARTNERS, LLC
Form 5500-SF
FILING_RECEIVED
MADRONA PARTNERS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
12
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
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
MADRONA PARTNERS, LLC
.
Find decision makers
Plan sponsor
Name
MADRONA PARTNERS, LLC
EIN
87-2305101
Address
2735 E. SPRING ST. · LONG BEACH, CA · 90806
Phone
(714) 403-8002
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
2025-06-09
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
BONEY APPRAISAL SERVICES, INC.
BONEY APPRAISAL SERVICES, INC. 401(K) PROFIT SHARING PLAN
$2.5M · 5 participants
DELTA MASS APPRAISAL SERVICES, INC.
DELTA MASS APPRAISAL SERVICES, INC. 401(K) PROFIT SHARING PLAN
$2.5M · 13 participants
GILL GROUP, INC.
THE GILL COMPANIES RETIREMENT PLAN
$2.4M · 88 participants
HBR APPRAISERS & CONSULTANTS, INC.
HBR APPRAISERS & CONSULTANTS PLAN
$2.5M · 5 participants
SCOTT MAHON APPRAISAL SERVICE, INC.
SCOTT MAHON APPRAISAL SERVICE, INC. 401(K) 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.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.6M · 7 participants
SHANER APPRAISALS, INC.
SHANER APPRAISALS, INC. CORP PROFIT SHARING PLAN
$2.6M · 15 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
