How big is Ussery Real Estate Group LLC's plan?

Ussery Real Estate Group LLC's plan reported $1.5M in assets and 5 participants for 2024.

Original filing (PDF)20250617154848NAL0004579650001

Ussery Real Estate Group LLC

Name: Ussery Real Estate Group LLC — Ussery Real Estate, Form 5500 (2024)
Creator: Ussery Real Estate Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ussery Real Estate Group LLC 401(k) Plan

401(k) retirement plan · Ussery Real Estate Group LLC's Ussery Real Estate Group LLC 401(k) Plan held $1.5M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Jeffrey Ussery signed Ussery Real Estate Group LLC's 2024 Form 5500 as plan administrator.

Jeffrey Ussery — 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

Ussery Real Estate Group LLC's EIN is 20-3084777.

EIN 20-3084777

Plan number 001

Plan year 2024

ACK ID 20250617154848NAL0004579650001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ussery Real Estate Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ussery Real Estate Group LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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