Filings through Oct 24, 2026.

Retirement plan

Francis Property Management 401(k) Plan

Name: FRANCIS PROPERTY MANAGEMENT INC - FRANCIS PROPERTY MANAGEMENT 401(K) PLAN (2025) Form 5500
Creator: FRANCIS PROPERTY MANAGEMENT INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FRANCIS PROPERTY MANAGEMENT 401(K) PLAN, FRANCIS PROPERTY MANAGEMENT INC

Francis Property Management IncEIN 95-3741395Plan #001PY 2025

10351 SANTA MONICA BLVD, STE 270 - LOS ANGELES, CA 90025832-814-3066

Prospect flagsLow participationLow employer contributionLow participant contributionFailed to transmit contributionsFund lineup: 5 funds, $6.0M

How to read this page

Total assets (EOY)

$6.3M

No prior year

Total participants

217

No prior year

Average account balance

$46,626

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 1,083 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants100-249

Cohort1,083 peers

Snapshot2025

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Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Fund lineup

CSV with Pro

5 funds of $250K or more; 21 lines in all, holding $6.0M of the plan's $6.3M. From the 2025 filing. Recordkeeper: Not identified.

In collective trusts39%median 0% for plans of $5M to $50M (40,449 plans)

In index funds64%median 22% for plans of $5M to $50M (40,449 plans)

In the main target-date series0%median 39% for plans of $5M to $50M (40,449 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
BlackRock Russell BlackRock · Mutual fund	BlackRock	Mutual fund	$1.9M	31.5%
Blackrock MSCI ACWI Ex-U.S. Index Fund R BlackRock · Collective trust Index	BlackRock	Collective trust	$1.3M	21.4%
BlackRock U.S. Debt Index Fund Class H1 BlackRock · Collective trust Index	BlackRock	Collective trust	$981K	16.5%
Vanguard Total International Bond Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$417K	7.0%
Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$359K	6.0%
Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$228K	3.8%
DFA International Value Portfolio- Institutional Class Dimensional · Mutual fund	Dimensional	Mutual fund	$141K	2.4%
Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$98K	1.6%
Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$85K	1.4%
Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$85K	1.4%

See the other 11 lines in this lineup with Pro.

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2A2E2F2G2J2K2S2T3D3H

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

4 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$896

$5 / participant

Investment mgmt$896100.0%

% of EOY assets

0.014%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: LEE CPA AUDIT GROUP
Auditor EIN: 814637885
Audit fees: $0
Opinion code: Unqualified

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Fund

Dollars

% of funds%

BlackRock Russell

BlackRock · Mutual fund

$1.9M

31.5%

Blackrock MSCI ACWI Ex-U.S. Index Fund R

BlackRock · Collective trust

Index

$1.3M

21.4%

BlackRock U.S. Debt Index Fund Class H1

BlackRock · Collective trust

Index

$981K

16.5%

Vanguard Total International Bond Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$417K

7.0%

Vanguard Real Estate Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$359K

6.0%

Vanguard Growth Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$228K

3.8%

DFA International Value Portfolio- Institutional Class

Dimensional · Mutual fund

$141K

2.4%

Vanguard Ftse Social Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$98K

1.6%

Vanguard Mid-Cap Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$85K

1.4%

Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$85K

1.4%

Francis Property Management 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Francis Property Management 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion