· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PRODESSE PROPERTY GROUP — PRODESSE PROPERTY GROUP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250917181613NAL0001692050001
PRODESSE PROPERTY GROUP
Form 5500-SF
FILING_RECEIVED
PRODESSE PROPERTY GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
134
Accounts w/ balance
102
Plan assets (EOY)
$7.7M
Net assets (EOY)
$7.7M
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
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
PRODESSE PROPERTY GROUP
.
Find decision makers
Plan sponsor
Name
PRODESSE PROPERTY GROUP
EIN
95-4213355
Address
655 MARINERS ISLAND BOULEVARD · SUITE 301 · SAN MATEO, CA · 94404
Phone
(650) 578-9661
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
2025-09-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
I. & M.J. GROSS COMPANY
GROSS RESIDENTIAL 401(K) PLAN
$7.6M · 408 participants
L C R MANAGEMENT SERVICES INC
L C R MANAGEMENT SERVICES INC 401(K) RETIREMENT PLAN
$7.7M · 56 participants
AVILA REAL ESTATE, LLC
AVILA REAL ESTATE, LLC 401(K) PLAN
$7.6M · 150 participants
THE MODEL GROUP, INC.
THE MODEL GROUP, INC. 401(K) PLAN
$7.7M · 132 participants
THE CARSWELL GROUP, INC. DBA INDEPENDENT MANAGEMENT SERVICE
CARSWELL GROUP 401(K) PROFIT SHARING PLAN
100
Knocking points off
No independent qualified public accountant (IQPA) named.
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.
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$7.8M · 300 participants
FORGE CAPITAL PARTNERS, LLC
FORGE CAPITAL PARTNERS, LLC 401(K) PROFIT SHARING PLAN
$7.5M · 8 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