Original filing (PDF)20250715133227NAL0001659635001

THE 1031 EXCHANGE CONNECTION, INC.

Name: THE 1031 EXCHANGE CONNECTION, INC. — 1031 EXCHANGE CONNECTION 401(K) PLAN, Form 5500 (2024)
Creator: THE 1031 EXCHANGE CONNECTION, INC.

Form 5500-SF

FILING_RECEIVED

1031 EXCHANGE CONNECTION 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$354K

Net assets (EOY)

$354K

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 average account balance (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE 1031 EXCHANGE CONNECTION, INC..

Plan sponsor

Name

THE 1031 EXCHANGE CONNECTION, INC.

EIN

20-0136112all filings

Address

9471 ISLES CAY DR. · DELRAY BEACH, FL · 33446

Phone

(239) 659-1031

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator