How big is The 1031 Exchange Connection, Inc.'s plan?

The 1031 Exchange Connection, Inc.'s plan reported $468K in assets and 2 participants for 2025.

Original filing (PDF)20260324161217NAL0003957747001

The 1031 Exchange Connection, Inc.

Name: The 1031 Exchange Connection, Inc. — 1031 Exchange, Form 5500 (2025)
Creator: The 1031 Exchange Connection, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

1031 Exchange Connection 401(k) Plan

401(k) retirement plan · The 1031 Exchange Connection, Inc.'s 1031 Exchange Connection 401(k) Plan held $468K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$468K

Net assets (EOY)

$468K

Plan identifiers

The 1031 Exchange Connection, Inc.'s EIN is 20-0136112.

EIN 20-0136112

Plan number 001

Plan year 2025

ACK ID 20260324161217NAL0003957747001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The 1031 Exchange Connection, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The 1031 Exchange Connection, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score