Original filing (PDF)20250519112931NAL0000732099001

HERITAGE HOUSE SOTHEBYS INTERNATIONAL REALTY

Name: HERITAGE HOUSE SOTHEBYS INTERNATIONAL REALTY — HERITAGE HOUSE PROFIT SHARING 401K PLAN, Form 5500 (2024)
Creator: HERITAGE HOUSE SOTHEBYS INTERNATIONAL REALTY

Form 5500-SF

FILING_RECEIVED

HERITAGE HOUSE PROFIT SHARING 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$546K

Net assets (EOY)

$546K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HERITAGE HOUSE SOTHEBYS INTERNATIONAL REALTY.

Plan sponsor

Name

HERITAGE HOUSE SOTHEBYS INTERNATIONAL REALTY

EIN

22-3065954

Address

23 W. RIVER ROAD · RUMSON, NJ · 07760

Phone

(732) 842-1130

Industry

Real Estatesee all

Plan administrator