Original filing (PDF)20240516100231NAL0050208608001

S & E Realty

Name: S & E Realty — S & E Realty 401(k) Profit Sharing, Form 5500 (2023)
Creator: S & E Realty
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

S & E Realty 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · S & E Realty's S & E Realty 401(k) Profit Sharing Plan & Trust held $38K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$38K

Net assets (EOY)

$38K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for S & E REALTY.

Plan sponsor

Name

S & E REALTY

EIN

all filings

Address

PO BOX 1872 · NEW YORK, NY · 10101

Phone

(212) 721-0251

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