Original filing (PDF)20251015185045NAL0010824882001

MOTHER AND SON REAL ESTATE SERVICES, LLC

Name: MOTHER AND SON REAL ESTATE SERVICES, LLC — THE MONSCHEIN TEAM 401(K) PLAN, Form 5500 (2024)
Creator: MOTHER AND SON REAL ESTATE SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

THE MONSCHEIN TEAM 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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 MOTHER AND SON REAL ESTATE SERVICES, LLC.

Plan sponsor

Name

MOTHER AND SON REAL ESTATE SERVICES, LLC

EIN

22-3874338

Address

17050 BAXTER ROAD -SUITE 200 · CHESTERFIELD, MO · 63005

Phone

(314) 265-7001

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

2025-10-15

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

JOSHUA B. RUBIN, INC.

JOSHUA B. RUBIN INC. PROFIT SHARING PLAN

$1.0M · 3 participants

PRIMARY PROPERTIES, INC.

PRIMARY PROPERTIES, INC. DEFINED BENEFIT PENSION PLAN

$1.0M · 2 participants

FRESNO BOARD OF REALTORS

FRESNO BOARD OF REALTORS EMPLOYEES 401K PROFIT SHARING PLAN

$1.0M · 9 participants

AUGUSTA INVESTMENTS, INC.

AUGUSTA INVESTMENTS & AFFILIATES 401(K) PLAN

$1.0M · 15 participants

PEOPLES COMPANY OF INDIANOLA

PEOPLES COMPANY OF INDIANOLA 401(K) PLAN