· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PETER P BOLLINGER ETAL PTR — PETER P BOLLINGER ETAL PTR 401 K PROFIT SHARING, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250923130537NAL0009239282001
PETER P BOLLINGER ETAL PTR
Form 5500-SF
FILING_RECEIVED
PETER P BOLLINGER ETAL PTR 401 K PROFIT SHARING
401(k) retirement plan
Active participants
18
Accounts w/ balance
14
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
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
PETER P BOLLINGER ETAL PTR
.
Find decision makers
Plan sponsor
Name
PETER P BOLLINGER ETAL PTR
EIN
94-1735067
Address
540 FULTON AVE · SACRAMENTO, CA · 95825
Phone
(916) 489-4600
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
2025-09-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
FUDENNA BROS INC
FUDENNA BROS INC 401K PROFIT SHARING PLAN
$3.3M · 8 participants
RM WATSON CO
RM WATSON 401(K) PROFIT SHARING PLAN
$3.3M · 1 participants
RM WATSON CO
RM WATSON 401(K) PROFIT SHARING PLAN
$3.3M · 1 participants
GLACIER COMMERCIAL REALTY, LP
GLACIER COMMERCIAL REALTY, LP DEFINED BENEFIT PENSION PLAN
$3.3M · 4 participants
BLUE STAR PROPERTIES
BLUE STAR PROPERTIES 401(K) PLAN
$3.3M · 35 participants
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
KIRANJO, INC.
KIRANJO, INC. PROFIT SHARING PLAN
$3.3M · 3 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
