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WESTSIDE ESTATE AGENCY — WESTSIDE ESTATE AGENCY 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251010105610NAL0007553729001
WESTSIDE ESTATE AGENCY
Form 5500-SF
FILING_RECEIVED
WESTSIDE ESTATE AGENCY 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
11
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
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
WESTSIDE ESTATE AGENCY
.
Find decision makers
Plan sponsor
Name
WESTSIDE ESTATE AGENCY
EIN
95-4734853
Address
210 N CANON DRIVE · BEVERLY HILLS, CA · 90210
Phone
(310) 860-8888
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
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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JOYCE E. REY RETIREMENT PLAN
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DLI DENTAL P.A.
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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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
J & B BUILDING COMPANY
J & B BUILDING CO 401(K) PROFIT SHARING PLAN AND TRUST
$2.1M · 5 participants
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BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
