How big is Amalfi Estates' plan?

Amalfi Estates' plan reported $3.4M in assets and 3 participants for 2025.

Original filing (PDF)20260413171456NAL0020718291001

Amalfi Estates

Name: Amalfi Estates — Amalfi Estates 401-K Plan, Form 5500 (2025)
Creator: Amalfi Estates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Amalfi Estates 401-K Plan

401(k) retirement plan · Amalfi Estates' Amalfi Estates 401-K Plan held $3.4M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan identifiers

Amalfi Estates' EIN is 95-4594849.

EIN 95-4594849

Plan number 001

Plan year 2025

ACK ID 20260413171456NAL0020718291001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Amalfi Estates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Amalfi Estates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMALFI ESTATES.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

AMALFI ESTATES

EIN

all filings

Address

603 HIGHTREE ROAD · SANTA MONICA, CA · 90402

Phone

(310) 573-4245

Industry

Real Estate

Plan administrator