Original filing (PDF)20240512014236NAL0074310402001

KATE HAMLIN REAL ESTATE, INC.

Name: KATE HAMLIN REAL ESTATE, INC. — KATE HAMLIN REAL ESTATE 401(K) PLAN, Form 5500 (2023)
Creator: KATE HAMLIN REAL ESTATE, INC.

Form 5500-SF

FILING_RECEIVED

KATE HAMLIN REAL ESTATE 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$167K

Net assets (EOY)

$167K

Plan health score

Top-tier plan health

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KATE HAMLIN REAL ESTATE, INC..

Plan sponsor

Name

KATE HAMLIN REAL ESTATE, INC.

EIN

03-0611405all filings

Address

9300 LINKMEADOW DR · AUSTIN, TX · 78748

Phone

(512) 436-3030

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-12

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

WIN GOOD INC.

WIN GOOD INC. 401(K) PLAN

$167K · 4 participants

CURTIS W. WARE, LLC

CURTIS W. WARE 401(K) PLAN

$167K · 2 participants

MATOS HOME TEAM INC

MATOS HOME TEAM INC 401(K) PLAN

$167K · 6 participants

GROVE PROPERTIES LLC

GROVE PROPERTIES LLC 401(K) PLAN

$167K · 3 participants

CATALYST COMMERCIAL, INC.

CATALYST COMMERCIAL, INC. PROFIT SHARING PLAN

$167K · 3 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.