· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CATALINA REALTY MONEY PURCHASE PLAN — Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240619150200NAL0000259218001
CATALINA REALTY MONEY PURCHASE PLAN
Form 5500-SF
FILING_RECEIVED
CATALINA REALTY MONEY PURCHASE PLAN
Defined-contribution retirement plan
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$682K
Net assets (EOY)
$682K
Plan health score (directional)
87
/ 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
CATALINA REALTY MONEY PURCHASE PLAN
.
Find decision makers
Plan sponsor
Name
CATALINA REALTY MONEY PURCHASE PLAN
EIN
95-6609181
Address
1551 CALLE DE CINCO · LA JOLLA, CA · 92037
Phone
(619) 846-9123
Industry
Real Estate
see all
Plan administrator
Name
CAREY LAMPEL
EIN
95-6609181
City
LA JOLLA, CA
Phone
(619) 846-9123
Plan characteristics
Plan number
005
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-06-19
Pension benefit codes
2C · Money purchase (other than target benefit)
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
THE SIVEL GROUP QA, LLC
THE SIVEL GROUP QA, LLC 401(K) PROFIT SHARING PLAN
$683K · 7 participants
BARMAG, INC.
BARMAG, INC. 401(K) PLAN
$682K · 3 participants
TIMESHARES ONLY, LLC
TIMESHARES ONLY, LLC 401(K) PLAN
$683K · 34 participants
ANDY SATHER, INC.
ANDY SATHER, INC., 401(K) PROFIT SHARING PLAN & TRUST
$684K · 1 participants
STACIA EHLEN, PLLC
STACIA EHLEN 401(K) PROFIT SHARING PLAN
$681K · 3 participants
90
Knocking points off
No active participants reported but plan still holds assets.
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.
MA FONTENOT LLC
MA FONTENOT LLC 401(K) PLAN
$681K · 1 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