· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MUTUAL HOUSING CALIFORNIA — MUTUAL HOUSING CALIFORNIA 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250523110756NAL0003390273001
MUTUAL HOUSING CALIFORNIA
Form 5500-SF
FILING_RECEIVED
MUTUAL HOUSING CALIFORNIA 401K PLAN
401(k) retirement plan
Active participants
73
Accounts w/ balance
111
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
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
MUTUAL HOUSING CALIFORNIA
.
Find decision makers
Plan sponsor
Name
MUTUAL HOUSING CALIFORNIA
EIN
94-3093354
Address
3321 POWER INN ROAD, SUITE 320 · SACRAMENTO, CA · 95826
Phone
(916) 453-8400
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
2025-05-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
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
THE TOBIN GROUP
THE TOBIN GROUP 401(K) PLAN
$3.6M · 145 participants
WISCONSIN SERVICES & MANAGEMENT COMPANY
WISCONSIN SERVICES & MANAGEMENT COMPANY AND AFFILIATES 401(K) PLAN
$3.6M · 83 participants
PROVIDENCE REAL ESTATE CONSULTING
PROVIDENCE REAL ESTATE CONSULTING, INC 401(K) PLAN
$3.6M · 13 participants
DAHLEM COMPANY, INC.
DAHLEM COMPANY, INC. CASH BALANCE PLAN
$3.6M · 7 participants
ELITE ESCROW SERVICES OF S D I
ELITE ESCROW SERVICES OF S D I 401(K) PROFIT SHARING PLAN & TRUST
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.
$3.6M · 30 participants
PENN REAL ESTATE GROUP, LTD.
PENN GROUP 401(K)
$3.6M · 70 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