· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
REFERRALEXCHANGE, INC — REFERRALEXCHANGE, INC RETIREMENT TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250722142731NAL0003283328001
REFERRALEXCHANGE, INC
Form 5500-SF
FILING_RECEIVED
REFERRALEXCHANGE, INC RETIREMENT TRUST
401(k) retirement plan
Active participants
45
Accounts w/ balance
58
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
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
REFERRALEXCHANGE, INC
.
Find decision makers
Plan sponsor
Name
REFERRALEXCHANGE, INC
EIN
20-0776645
Address
425 BUSH STREET · SAN FRANCISCO, CA · 94108
Phone
(415) 693-1403
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
2025-07-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
UNITED COUNTRY REAL ESTATE, INC.
UNITED COUNTRY REAL ESTATE, LLC 401(K) RETIREMENT AND SAVINGS PLAN
$4.4M · 62 participants
CHRISTOPHER INVESTMENT COMPANY
CHRISTOPHER INVESTMENT COMPANY 401(K) RETIREMENT PLAN
$4.4M · 45 participants
TIMOTHY G. DAVIS, INC.C/O JARED FELDMAN
TIMOTHY G. DAVIS, INC. DEFINED BENEFIT PLAN
$4.4M · 2 participants
S.J. CARROLL, JR., INC.
S.J. CARROLL, JR., INC. 401(K) PLAN
$4.4M · 30 participants
SQUARE MANAGEMENT ASSOCIATES
ARDC 401(K) RETIREMENT PLAN
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.
$4.4M · 683 participants
THE NAFTALI GROUP LLC
THE NAFTALI GROUP LLC 401(K) PLAN
$4.4M · 43 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
