Trean Partners, Inc. DBA Pacific Southwest Realty Services of Los
Form 5500-SF
FILING_RECEIVED
Pacific Southwest Realty Services 401(k) Plan
401(k) retirement plan · Trean Partners, Inc. DBA Pacific Southwest Realty Services of Los' Pacific Southwest Realty Services 401(k) Plan held $12.6M in plan assets for 57 participants in 2025.
Active participants
57
Accounts w/ balance
59
Plan assets (EOY)
$12.6M
Net assets (EOY)
$12.6M
Plan health score
Above-average plan
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
41
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TREAN PARTNERS, INC. DBA PACIFIC SOUTHWEST REALTY SERVICES OF LOS.
Plan sponsor
Name
TREAN PARTNERS, INC. DBA PACIFIC SOUTHWEST REALTY SERVICES OF LOS
