Original filing (PDF)20251015083610NAL0002028803001

REAL ESTATE EQUITY EXCHANGE INC.

Name: REAL ESTATE EQUITY EXCHANGE INC. — REAL ESTATE EQUITY EXCHANGE INC. DBA UNISON 401(K) PLAN, Form 5500 (2024)
Creator: REAL ESTATE EQUITY EXCHANGE INC.

Form 5500-SF

FILING_RECEIVED

REAL ESTATE EQUITY EXCHANGE INC. DBA UNISON 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

117

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REAL ESTATE EQUITY EXCHANGE INC..

Plan sponsor

Name

REAL ESTATE EQUITY EXCHANGE INC.

EIN

20-1374297

Address

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

Phone

(402) 708-2392

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

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

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