Original filing (PDF)20250626102538NAL0005104195001

EQUITY RETAIL BROKERS, INC.

Name: EQUITY RETAIL BROKERS, INC. — EQUITY RETAIL BROKERS, INC. 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: EQUITY RETAIL BROKERS, INC.

Form 5500-SF

FILING_RECEIVED

EQUITY RETAIL BROKERS, INC. 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

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 EQUITY RETAIL BROKERS, INC..

Plan sponsor

Name

EQUITY RETAIL BROKERS, INC.

EIN

23-2791570

Address

531 W. GERMANTOWN PIKE - SUITE 103 · PLYMOUTH MEETING, PA · 19462

Phone

(610) 645-7700

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

2025-06-26

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

WILMOT MODULAR STRUCTURES, INC.

WILMOT MODULAR STRUCTURES 401(K) RETIREMENT PLAN

$3.3M · 56 participants

MAINARDI MANAGEMENT CO.

MAINARDI COMPANIES 401(K) PLAN

$3.3M · 6 participants

HENRY TURLEY COMPANY, INC

HENRY TURLEY COMPANY, INC. 401(K) RETIREMENT SAVINGS PLAN

$3.3M · 72 participants

AUBURNDALE PROPERTIES

AUBURNDALE PROPERTIES, INC. 401(K) PROFIT SHARING PLAN

$3.3M · 13 participants

TRANSPORTATION PROPERTY COMPANY, INC.

TRANSPORTATION PROPERTY COMPANY, INC. 401(K) PLAN