Original filing (PDF)20250605180449NAL0009333123001

S.D. MALKIN PROPERTIES

Name: S.D. MALKIN PROPERTIES — S.D. MALKIN PROPERTIES INC. 401K PLAN, Form 5500 (2024)
Creator: S.D. MALKIN PROPERTIES

Form 5500-SF

FILING_RECEIVED

S.D. MALKIN PROPERTIES INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

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

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for S.D. MALKIN PROPERTIES.

Plan sponsor

Name

S.D. MALKIN PROPERTIES

EIN

13-3517230

Address

35 MASON STREET · GREENWICH, CT · 06830

Phone

(203) 622-1800

Industry

Real Estatesee 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

2025-06-05

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

SYSTEMS ENGINEERING, INCORPORATED

SYSTEMS ENGINEERING, INCORPORATED PROFIT SHARING PLAN AND TRUST

$6.7M · 33 participants

EASTERN REAL ESTATE LLC

EASTERN REAL ESTATE LLC 401(K) PROFIT SHARING PLAN

$6.6M · 14 participants

U3 ADVISORS, INC.

U3 ADVISORS, INC. 401(K) PROFIT SHARING PLAN

$6.7M · 20 participants

TOSCANO CLEMENTS TAYLOR LLC

TOSCANO CLEMENTS TAYLOR LLC 401(K) PLAN

$6.6M · 38 participants

SELLWOOD VENTURES, LLC

SELLWOOD VENTURES, LLC 401(K) PLAN