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THE BEEKMAN ESTATE — THE BEEKMAN ESTATE PROFIT SHARING 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251008121712NAL0002988835001
THE BEEKMAN ESTATE
Form 5500-SF
FILING_RECEIVED
THE BEEKMAN ESTATE PROFIT SHARING 401(K) PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
19
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
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
THE BEEKMAN ESTATE
.
Find decision makers
Plan sponsor
Name
THE BEEKMAN ESTATE
EIN
13-5630905
Address
866 LEXINGTON AVENUE, 2ND FLOOR · NEW YORK, NY · 10065
Phone
(212) 570-2030
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
2025-10-08
Pension benefit codes
2E · Profit-sharing
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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COMMUNITY DEVELOPMENT PARTNERS
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
COMMUNITY DEVELOPMENT PARTNERS 401(K) PLAN
$4.6M · 38 participants
KEARNEY REALTY & DEVELOPMENT INC.
KEARNEY REALTY & DEVELOPMENT GROUP 401(K) PLAN
$4.6M · 15 participants
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TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
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$25.2B
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COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
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PFIZER INC
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$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
