How big is Holds Realty Inc. DBA Excelsior Realty's plan?

Holds Realty Inc. DBA Excelsior Realty's plan reported $332K in assets and 1 participants for 2024.

Original filing (PDF)20250519163652NAL0001292864001

Holds Realty Inc. DBA Excelsior Realty

Name: Holds Realty Inc. DBA Excelsior Realty — Form 5500 Plan 002 (2024)
Creator: Holds Realty Inc. DBA Excelsior Realty
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Excelsior Realty 401(k) Plan

401(k) retirement plan · Holds Realty Inc. DBA Excelsior Realty's Excelsior Realty 401(k) Plan held $332K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$332K

Net assets (EOY)

$332K

People on this filing

Cheryl Holds signed Holds Realty Inc. DBA Excelsior Realty's 2024 Form 5500 as plan administrator.

Cheryl Holds — 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

Holds Realty Inc. DBA Excelsior Realty's EIN is 20-2243111.

EIN 20-2243111

Plan number 002

Plan year 2024

ACK ID 20250519163652NAL0001292864001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Holds Realty Inc. DBA Excelsior Realty from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Holds Realty Inc. DBA Excelsior Realty's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HOLDS REALTY INC DBA EXCELSIOR REALTY.

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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 average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

HOLDS REALTY INC DBA EXCELSIOR REALTY

EIN

all filings

Address

386 OAK ST. · EXCELSIOR, MN · 55331

Phone

(612) 741-0904

Industry

Real Estate

Plan administrator