· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CALIFORNIA COMMUNITY HOUSING MANAGEMENT SERVICES INC. — CALIFORNIA COMMUNITY HOUSING MANAGEMENT SERVICES INC. RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250415114250NAL0003282721001
CALIFORNIA COMMUNITY HOUSING MANAGEMENT SERVICES INC.
Form 5500-SF
FILING_RECEIVED
CALIFORNIA COMMUNITY HOUSING MANAGEMENT SERVICES INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
20
Accounts w/ balance
59
Plan assets (EOY)
$3.4M
Net assets (EOY)
$3.4M
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
CALIFORNIA COMMUNITY HOUSING MANAGEMENT SERVICES INC.
.
Find decision makers
Plan sponsor
Name
CALIFORNIA COMMUNITY HOUSING MANAGEMENT SERVICES INC.
EIN
94-3118004
Address
1855 OLYMPIC BLVD · STE. 300 · WALNUT CREEK, CA · 94596
Phone
(510) 213-3252
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
SOUTHEAST CENTERS, LLC 401(K) PLAN
SOUTHEAST CENTERS, LLC 401(K) PLAN
$3.4M · 32 participants
LEGACY CAPITAL, L.L.C.
LEGACY CAPITAL, LLC 401(K) PROFIT SHARING PLAN
$3.4M · 9 participants
CORELAND COMPANIES COMMERCIAL
CORELAND COMPANIES COMMERCIAL 401(K) PROFIT SHARING PLAN & TRUST
$3.4M · 40 participants
CYPRESSBROOK MANAGEMENT COMPANY LP
CYPRESSBROOK MANAGEMENT COMPANY LP 401K PLAN
$3.4M · 46 participants
WESTBROOK MANAGEMENT LLC DBA BURKE PROPERTIES
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
WESTBROOK MANAGEMENT LLC 401(K) PLAN
$3.4M · 47 participants
ENVISION CONTRACTORS, LLC
ENVISION CONTRACTORS, LLC RETIREMENT SAVINGS PLAN
$3.4M · 209 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