· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PROPERTY ADVISORY SERVICE CORP. — PROPERTY ADVISORY SERVICE CORP. 401K PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250411072626NAL0045831122001
PROPERTY ADVISORY SERVICE CORP.
Form 5500-SF
FILING_RECEIVED
PROPERTY ADVISORY SERVICE CORP. 401K PLAN
401(k) retirement plan
Active participants
52
Accounts w/ balance
37
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 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
PROPERTY ADVISORY SERVICE CORP.
.
Find decision makers
Plan sponsor
Name
PROPERTY ADVISORY SERVICE CORP.
EIN
05-0471297
Address
4 CATHEDRAL SQUARE · SUITE 1G · PROVIDENCE, RI · 02903
Phone
(401) 453-4455
Industry
Real Estate
see 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
2025-04-11
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
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
CONDOMINIUM MANAGEMENT SERVICES, INC
CONDOMINIUM MANAGEMENT SERVICES, INC. 401(K) PLAN
$2.3M · 35 participants
CONTINENTAL LIMITED INC
CONTINENTAL LIMITED INC 401(K) PROFIT SHARING PLAN & TRUST
$2.3M · 13 participants
POUNDERS DEVELOPMENT GROUP, INC.
POUNDERS DEVELOPMENT GROUP, INC. 401(K) PLAN
$2.3M · 3 participants
PRH INC
PRH INC 401K PLAN
$2.3M · 41 participants
B.M. II CORPORATION
B.M. II CORPORATION 401K PROFIT SHARING PLAN & TRUST
100
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.
$2.3M · 17 participants
KARBANK REAL ESTATE COMPANY LLC
KARBANK REAL ESTATE COMPANY 401(K) PLAN
$2.3M · 6 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B
