Original filing (PDF)20250411220726NAL0037242480047

FILO REAL ESTATE INC

Name: FILO REAL ESTATE INC — FILO REAL ESTATE 401(K) PLAN, Form 5500 (2024)
Creator: FILO REAL ESTATE INC

Form 5500-SF

FILING_RECEIVED

FILO REAL ESTATE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 FILO REAL ESTATE INC.

Plan sponsor

Name

FILO REAL ESTATE INC

EIN

22-3954438

Address

1150 SUNSET BLVD · #150 · ROCKLIN, CA · 95765

Phone

(916) 435-0404

Industry

Real Estatesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

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

THE BRC GROUP

THE BRC GROUP 401(K) PLAN

$1.1M · 5 participants

KEN TURTON, INCORPORATED

KEN TURTON, INCORPORATED 401(K) PROFIT SHARING PLAN

$1.1M · 4 participants

THE ACCLAIM GROUP, LLC

THE ACCLAIM GROUP, LLC CASH BALANCE PLAN

$1.1M · 3 participants

GEMINI PROPERTIES, LLC

GEMINI PROPERTIES 401(K) PLAN

$1.1M · 7 participants

LISA STRANSKY REAL ESTATE, LLC

LISA STRANSKY REAL ESTATE CASH BALANCE PLAN

$1.1M · 2 participants