Original filing (PDF)20251009140129NAL0011613648001

RELATED PARTNERS, INC.

Name: RELATED PARTNERS, INC. — RELATED PARTNERS, INC. RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: RELATED PARTNERS, INC.

Form 5500

FILING_RECEIVED

RELATED PARTNERS, INC. RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

4,288

Accounts w/ balance

5,880

Plan assets (EOY)

$407.2M

Net assets (EOY)

$407.2M

How this plan invests

This plan

15 collective trusts

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RELATED PARTNERS, INC..

Plan sponsor

Name

RELATED PARTNERS, INC.

EIN

13-3680053

Address

30 HUDSON YARDS · NEW YORK, NY · 10001

Phone

(212) 421-5333

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

333

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

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)

2X · Other multiple-employer DC plan

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH, PIERCE, FENNER AND S	13-5674085	—	RECORDKEEPER	$146K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp
CBIZ CPAS P.C.	—	NEW YORK, NY	ACCOUNTANT	$29K	—

Investments

15 pooled funds· $203.8M(50% 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.

Investment	Type	Current value	% of plan
T. ROWE PRICE 2050 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001	Common Collective Trust	$55.2M	13.6%
T. ROWE PRICE 2040 RETIREMENT TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001	Common Collective Trust	$43.4M	10.7%