Original filing (PDF)20240913102435NAL0019538850001

EUREKA MULTIFAMILY GROUP, L.P.

Name: EUREKA MULTIFAMILY GROUP, L.P. — EUREKA MULTIFAMILY GROUP, L.P. 401(K) PROFIT SHARING PLAN TRUST, Form 5500 (2023)
Creator: EUREKA MULTIFAMILY GROUP, L.P.

Form 5500

FILING_RECEIVED

EUREKA MULTIFAMILY GROUP, L.P. 401(K) PROFIT SHARING PLAN TRUST

401(k) retirement plan

Signals · 1

~104 bps in Sched C fees

Active participants

118

Accounts w/ balance

130

Plan assets (EOY)

$676K

Net assets (EOY)

$676K

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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

100

Vendor stack

100

Participation health

100

Helping the score

Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Below-peer total fees (104 bps vs 158 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EUREKA MULTIFAMILY GROUP, L.P..

Plan sponsor

Name

EUREKA MULTIFAMILY GROUP, L.P.

EIN

01-0725190

Address

1108 LAVACA STREET · SUITE 110-348 · AUSTIN, TX · 78701

Phone

(512) 580-5660

Industry

Real Estatesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

62-1874769

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

PRICE KUBECKA

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$7K	—
ADP BROKER-DEALER	22-3319984	—	RECORD KEEPER	$0	—

Investments

1 pooled fund· $1K(0% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.