Original filing (PDF)20250918061315NAL0001070225001

LINNEMAN ASSOCIATES, LLC

Name: LINNEMAN ASSOCIATES, LLC — LINNEMAN ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: LINNEMAN ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

LINNEMAN ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 LINNEMAN ASSOCIATES, LLC.

Plan sponsor

Name

LINNEMAN ASSOCIATES, LLC

EIN

20-3270695

Address

1001 CHESTNUT STREET · PHILADELPHIA, PA · 19107

Phone

(215) 636-8490

Industry

Real Estatesee 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

2025-09-18

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

PROFESSIONAL EQUITIES, INC.

PROFESSIONAL EQUITIES, INC. EMPLOYEES' PROFIT SHARING PLAN

$1.4M · 33 participants

PRIMAVERA PARTNERS, LLC

PRIMAVERA PARTNERS, LLC 401(K) PLAN

$1.4M · 3 participants

THE ANDERSON GROUP, LLC

THE ANDERSON GROUP, LLC 401K PLAN

$1.4M · 36 participants

SANTALUZ MAINTENANCE ASSOCIATION

SANTALUZ 401(K) PLAN

$1.4M · 7 participants

RJ PROPERTY MANAGEMENT AND DEVELOPMENT, LLC

RJ PROPERTY MANAGEMENT AND DEVELOPMENT, LLC DEFINED BENEFIT PENSION PLAN