· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FLANS & WEINER, INC. — FLANS & WEINER, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250513130032NAL0013386995001
FLANS & WEINER, INC.
Form 5500-SF
FILING_RECEIVED
FLANS & WEINER, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
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
FLANS & WEINER, INC.
.
Find decision makers
Plan sponsor
Name
FLANS & WEINER, INC.
EIN
95-4329848
Address
16200 VENTURA BLVD, SUITE 417 · ENCINO, CA · 91436
Phone
(818) 501-4888
Industry
Real Estate
see all
Plan administrator
Name
TRUSTEE, FLANS & WEINER, INC. RETIREMENT TRUST
EIN
20-1911940
City
ENCINO, CA
Phone
(818) 501-4888
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
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
HIMES ASSOCIATES, LTD
HIMES ASSOCIATES, LTD 401(K) PROFIT SHARING PLAN & TRUST
$4.0M · 12 participants
THE SINGER & BASSUK ORGANIZATION
THE SINGER ORGANIZATION, INC. PROFIT SHARING PLAN
$4.1M · 4 participants
SUTTON REAL ESTATE CO., INC.
SUTTON REAL ESTATE CO., INC. 401(K) PLAN
$4.1M · 25 participants
DANIEL GALE AGENCY, INC.
DANIEL GALE 401(K) RETIREMENT PLAN
$4.1M · 70 participants
BLAKE REALTY, INC.
BLAKE REALTY 401(K) PROFIT SHARING PLAN & TRUST
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.
$4.0M · 25 participants
ORE FINANCIAL SERVICES, LLC
ORE FINANCIAL SERVICES LLC 401(K) PROFIT SHARING PLAN
$4.0M · 27 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