Original filing (PDF)20250731103812NAL0002985155001

MARSHALL WEINERMAN REAL ESTATE

Name: MARSHALL WEINERMAN REAL ESTATE — MARSHALL WEINERMAN REAL ESTATE 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: MARSHALL WEINERMAN REAL ESTATE

Form 5500-SF

FILING_RECEIVED

MARSHALL WEINERMAN REAL ESTATE 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade B

Above-average plan

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 MARSHALL WEINERMAN REAL ESTATE.

Plan sponsor

Name

MARSHALL WEINERMAN REAL ESTATE

EIN

22-3179546

Address

PO BOX 745 · SUMMIT, NJ · 079020745

Phone

(908) 273-2444

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

2025-07-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

HUDSON PRESERVE LLC

HUDSON PRESERVE LLC 401(K) PROFIT SHARING PLAN & TRUST

$1.9M · 7 participants

RESIDENTIAL REALTY GROUP, INC.

RESIDENTIAL REALTY GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST

$1.9M · 23 participants

MOYNAHAN WILLIAMS, INC.

MWI 401(K) PLAN

$1.9M · 23 participants

COST SEGREGATION AUTHORITY, LLC

RETIREMENT INCOME SECURITY PLAN-COST SEGREGATION AUTHORITY, LLC

$1.9M · 59 participants

AVANTE PROPERTIES, LLC

AVANTE PROPERTIES, LLC 401(K) RETIREMENT PLAN