· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CROWN ASSOCIATES REALTY, INC. — CROWN ASSOCIATES REALTY, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20260121134123NAL0006074512001
CROWN ASSOCIATES REALTY, INC.
Form 5500-SF
FILING_RECEIVED
CROWN ASSOCIATES REALTY, INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
8
Accounts w/ balance
8
Plan assets (EOY)
$8.2M
Net assets (EOY)
$8.2M
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
CROWN ASSOCIATES REALTY, INC.
.
Find decision makers
Plan sponsor
Name
CROWN ASSOCIATES REALTY, INC.
EIN
95-2284061
Address
433 NORTH CAMDEN DRIVE STE. 888 · BEVERLY HILLS, CA · 90210
Phone
(323) 272-7777
Industry
Real Estate
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-01-21
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
GOODALE & BARBIERI COMPANY
GOODALE & BARBIERI COMPANY 401(K) PLAN
$8.2M · 90 participants
CALIFORNIA OUTDOOR PROPERTIES, INC.
CALIFORNIA OUTDOOR PROPERTIES, INC. 401(K) PROFIT SHARING PLAN
$8.1M · 6 participants
HORNE PROPERTIES, INC.
HORNE PROPERTIES, INC. 401(K) SAVING & PROFIT SHARING PLAN
$8.2M · 49 participants
CHARLES E SMITH MANAGEMENT, LLC
CHARLES E SMITH MANAGEMENT, LLC 401(K) PLAN
$8.1M · 23 participants
MIDWOOD MANAGEMENT CORPORATION
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.
MIDWOOD MANAGEMENT CORPORATION 401(K) PLAN
$8.1M · 85 participants
SAND HILL PROPERTY, LLC
SHP 401(K) PLAN
$8.1M · 28 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
