Original filing (PDF)20251031142232NAL0002024131001

CALIFORNIA ASSOCIATION OF REALTORS

Name: CALIFORNIA ASSOCIATION OF REALTORS — CALIFORNIA ASSOCIATION OF REALTORS PROFIT SHARING PLAN, Form 5500 (2024)
Creator: CALIFORNIA ASSOCIATION OF REALTORS

Form 5500

FILING_RECEIVED

CALIFORNIA ASSOCIATION OF REALTORS PROFIT SHARING PLAN

401(k) retirement plan

Signals · 3

30% in single holdingHigh average account balance6 service providers

Active participants

134

Accounts w/ balance

171

Plan assets (EOY)

$67.5M

Net assets (EOY)

$67.5M

How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALIFORNIA ASSOCIATION OF REALTORS.

Plan sponsor

Name

CALIFORNIA ASSOCIATION OF REALTORS

EIN

95-0594790

Address

525 SOUTH VIRGIL AVENUE · LOS ANGELES, CA · 90020

Phone

(213) 739-8267

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

6 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
SCHWAB RETIREMENT PLAN SERVICES,INC	34-1479833	—	NONE	$17K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
RESOURCES INVESTMENT ADVISORS	43-1451524	—	NONE	$10K	—

Investments

28 direct securities· $64.7M(96% of reported assets)

Other securities

$58.8M

24 holdings

Common Stock

$5.2M

2 holdings

Participant loans

$655K

1 holding

Cash / Money Market

$35K

1 holding

					% of plan
Personal Choice Retirement Account Fund Self‐Directed Brokerage Accounts	Other securities	—	—	$20.7M	30.7%
Fidelity 500 Index Fund Mutual Fund	Other securities	—	—	$6.9M	10.3%
Lincoln Financial Stable Value Fund Group Annuity Contract	Common Stock	—	—	$4.7M	6.9%
JPMorgan Large Cap Growth Fund Mutual Fund	Other securities	—	—	$3.9M	5.8%
T. Rowe Price Retirement 2035 I Mutual Fund	Other securities	—	—	$3.0M	4.5%
T. Rowe Price Retirement 2030 I Mutual Fund	Other securities	—	—	$2.3M	3.4%
T. Rowe Price Retirement 2045 I Mutual Fund	Other securities	—	—	$2.2M	3.3%
T. Rowe Price Retirement 2040 I Mutual Fund	Other securities	—	—	$2.0M	3.0%
JP MORGAN EQUITY INCOME R6 Registered Investment Company	Other securities	—	—	$1.9M	2.7%
American Funds EuroPacific Growth Fund Mutual Fund	Other securities	—	—	$1.8M	2.6%
T. Rowe Price Retirement 2025 I Mutual Fund	Other securities	—	—	$1.7M	2.6%
Fidelity Mid Cap Index Fund Mutual Fund	Other securities	—	—	$1.7M	2.6%
T. Rowe Price Retirement 2020 I Mutual Fund	Other securities	—	—	$1.5M	2.3%
T. Rowe Price Retirement 2050 I Mutual Fund	Other securities	—	—	$1.4M	2.1%
Fidelity Small Cap Index Fund Mutual Fund	Other securities	—	—	$1.4M	2.1%
Fidelity Total Bond K6 Mutual Fund	Other securities	—	—	$1.1M	1.6%
Loomis Sayles Small Cap Growth Fund Mutual Fund	Other securities	—	—	$1.0M	1.5%
DFA Inflation Protected Securities Fund Mutual Fund	Other securities	—	—	$881K	1.3%
Victory Sycamore Established Value Fund Mutual Fund	Other securities	—	—	$874K	1.3%
Fidelity Total International Index Fund Mutual Fund	Other securities	—	—	$659K	1.0%
Participant loans maturing 2025 ‐ 2035 ‐0‐	Participant loans	—	—	$655K	1.0%
Victory Sycamore Small Co Opp R6 Mutual Fund	Common Stock	—	—	$566K	0.8%
T. Rowe Price Retirement 2060 I Mutual Fund	Other securities	—	—	$530K	0.8%
Federated Institutional High Yield Bond Fund Mutual Fund	Other securities	—	—	$512K	0.8%
T. Rowe Price Retirement 2055 I Mutual Fund	Other securities	—	—	$318K	0.5%
MFS Mid Cap Growth Fund Mutual Fund	Other securities	—	—	$288K	0.4%
T. Rowe Price Retirement 2015 I Mutual Fund	Other securities	—	—	$88K	0.1%
CASH	Cash / Money Market	—	—	$35K	<0.1%

1–28 of 28

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

T. Rowe Price$16.1M Fidelity$12.5M JPMorgan$7.6M Lincoln Financial$4.7M Loomis Sayles$2.1M American Funds (Capital Group)$1.8M Dimensional / DFA$881K

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Name	EIN	Location	Relation	Direct comp	Indirect comp
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