Back to filter
Original filing (PDF)20250723131131NAL0002041875001
PROFESSIONAL EQUITIES, INC.
Form 5500-SF
FILING_RECEIVED
PROFESSIONAL EQUITIES, INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
4
Accounts w/ balance
5
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PROFESSIONAL EQUITIES, INC..
Plan sponsor
Name
PROFESSIONAL EQUITIES, INC.
EIN
95-2919829
Address
23201 MILL CREEK DRIVE FL 3 · LAGUNA HILLS, CA · 92653
Phone
(949) 951-2777
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-23
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2H · Partial participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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 providersRelated plans
Similar-size Real Estate plans
SIMPSON DEVELOPMENT COMPANY, INC.
SIMPSON DEVELOPMENT AND PROPERTIES 401(K) PROFIT SHARING PLAN
$5.6M · 24 participants
THE CAREY GROUP, INC.
THE CAREY GROUP, INC. 401(K) PROFIT SHARING PLAN
$5.6M · 12 participants
MJ PARTNERS INCORPORATED
MJ PARTNERS INCORPORATED PROFIT SHARING PLAN
$5.6M · 3 participants
BRANDYWINE CONSTRUCTION & MANAGEMENT, INC.
BRANDYWINE CONSTRUCTION & MANAGEMENT, INC. CASH OR DEFERRED SAVINGS PLAN
$5.6M · 20 participants
REALM REALTY COMPANY
REALM REALTY COMPANY 401(K) PROFIT SHARING PLAN & TRUST
$5.6M · 8 participants
NEW JERSEY MULTIPLE LISTING SERVICE
NEW JERSEY MULTIPLE LISTING SERVICE, INC. PENSION PLAN
$5.6M · 18 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