How big is Heather Roxburgh Realty, Inc.'s plan?

Heather Roxburgh Realty, Inc.'s plan reported $829K in assets and 3 participants for 2024.

Original filing (PDF)20250929100954NAL0026471874001

Heather Roxburgh Realty, Inc.

Name: Heather Roxburgh Realty, Inc. — Roxburgh Realty Safe, Form 5500 (2024)
Creator: Heather Roxburgh Realty, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roxburgh Realty Safe Harbor 401(k) Plan

401(k) retirement plan · Heather Roxburgh Realty, Inc.'s Roxburgh Realty Safe Harbor 401(k) Plan held $829K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$829K

Net assets (EOY)

$829K

Plan identifiers

Heather Roxburgh Realty, Inc.'s EIN is 20-8379444.

EIN 20-8379444

Plan number 003

Plan year 2024

ACK ID 20250929100954NAL0026471874001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heather Roxburgh Realty, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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 (92nd percentile).

Plan sponsor

Name

HEATHER ROXBURGH REALTY, INC.

EIN

all filings

Address

831 E. PIONEER ROAD UNIT 105 · DRAPER, UT · 84020

Phone

(801) 913-6454

Industry

Real Estate

Plan administrator