· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HORST REALTY COMPANY, LLC — HORST REALTY COMPANY, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250331142120NAL0006389953001
HORST REALTY COMPANY, LLC
Form 5500-SF
FILING_RECEIVED
HORST REALTY COMPANY, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
125
Accounts w/ balance
47
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
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
HORST REALTY COMPANY, LLC
.
Find decision makers
Plan sponsor
Name
HORST REALTY COMPANY, LLC
EIN
20-0474092
Address
205 GRANITE RUN DR., STE 280 · LANCASTER, PA · 17601
Phone
(717) 735-6161
Industry
Real Estate
see all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
42-1484983
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
101
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-31
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
REBUILT REALTY, LLC
REBUILT OFFERS 401(K) PLAN
$2.1M · 98 participants
RONALD SCOTT SITRIN
RONALD SCOTT SITRIN 401(K) PROFIT SHARING PLAN
$2.1M · 2 participants
COLLINS MANAGEMENT INC
COLLINS MANAGEMENT INC 401 K PROFIT SHARING PLAN TRUST
$2.1M · 4 participants
TOM BRADSHAW & ASSOCIATES, LTD
TOM BRADSHAW & ASSOCIATES, LTD DEFINED BENEFIT PENSION PLAN
$2.1M · 2 participants
PACIFIC CREST REAL ESTATE, LLC
PCRE 401(K) PLAN
$2.1M · 85 participants
65
Knocking points off
No independent qualified public accountant (IQPA) named.
Only 38% as many balances as active participants — suggests many active employees aren't deferring.
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.
PRESTIGIOUS HOLDING & CONSULTING INC
PRESTIGE HOMES CASH BALANCE PLAN
$2.1M · 3 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B