Original filing (PDF)20250523105704NAL0002981779001

TREAN PARTNERS, INC. DBA PACIFIC SOUTHWEST REALTY SERVICES OF LOS

Name: TREAN PARTNERS, INC. DBA PACIFIC SOUTHWEST REALTY SERVICES OF LOS — PACIFIC SOUTHWEST REALTY SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: 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

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.9M

Net assets (EOY)

$11.9M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — 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

EIN

95-4759562

Address

11911 SAN VICENTE BLVD., SUITE 390 · LOS ANGELES, CA · 90049

Phone

(310) 440-2303

Industry

Real Estatesee 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

2025-05-23

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

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

SUDLER AND COMPANY, INC.

SBG EMPLOYEE 401(K) PLAN AND TRUST

$11.9M · 174 participants

TOWER CONSTRUCTION GROUP, LLC

TOWER CONSTRUCTION COMPANY, T/A THE TOWER COMPANIES AND AFFILIATES EMPLOYEE 401(K) PLAN

$11.8M · 103 participants

AKELIUS REAL ESTATE MANAGEMENT

AKELIUS REAL ESTATE MANAGEMENT 401(K)

$11.8M · 151 participants

TEAM CHODOROW, INC

TEAM CHODOROW, INC. PROFIT SHARING PLAN

$12.1M · 2 participants

RELO REDAC, INC.

RELO REDAC, INC. 401(K) PLAN