How big is Real Estate Equity Exchange Inc.'s plan?

Real Estate Equity Exchange Inc.'s plan reported $5.2M in assets and 64 participants for 2024.

Original filing (PDF)20251015083610NAL0002028803001

Real Estate Equity Exchange Inc.

Name: Real Estate Equity Exchange Inc. — Real Estate, Form 5500 (2024)
Creator: Real Estate Equity Exchange Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Real Estate Equity Exchange Inc. DBA Unison 401(k) Plan

401(k) retirement plan · Real Estate Equity Exchange Inc.'s Real Estate Equity Exchange Inc. DBA Unison 401(k) Plan held $5.2M in plan assets for 64 participants in 2024.

Active participants

Accounts w/ balance

117

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

People on this filing

Kaitlyn Strom signed Real Estate Equity Exchange Inc.'s 2024 Form 5500 as plan administrator.

Kaitlyn Strom — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Real Estate Equity Exchange Inc.'s EIN is 20-1374297.

EIN 20-1374297

Plan number 002

Plan year 2024

ACK ID 20251015083610NAL0002028803001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Real Estate Equity Exchange Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Real Estate Equity Exchange Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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 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 account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

REAL ESTATE EQUITY EXCHANGE INC.

EIN

all filings

Address

4 EMBARCADERO CTR · SUITE 710 · SAN FRANCISCO, CA · 94111

Phone

(402) 708-2392

Industry

Finance & Insurance

Plan administrator