· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
JOHN C. R. KELLY REALTY — JOHN C. R. KELLY REALTY 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250823123849NAL0006201249001
JOHN C. R. KELLY REALTY
Form 5500-SF
FILING_RECEIVED
JOHN C. R. KELLY REALTY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
14
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
JOHN C. R. KELLY REALTY
.
Find decision makers
Plan sponsor
Name
JOHN C. R. KELLY REALTY
EIN
25-1149845
Address
3535 BLVD OF THE ALLIES · PITTSBURGH, PA · 152134345
Phone
(412) 683-7300
Industry
Real Estate
see 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
2025-08-23
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)
3B · Covers self-employed individuals
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
SIX/TEN, LLC
SIX/TEN, LLC 401(K) PLAN
$2.9M · 69 participants
DEAN SKLAR, PA
DEAN SKLAR, PA 401(K) PLAN
$2.9M · 5 participants
PARKS-VILLAGE NASHVILLE, LLC
PARKS-VILLAGE NASHVILLE, LLC 401(K) PLAN
$2.9M · 185 participants
TGG MANAGEMENT COMPANY, INC.
TGG MANAGEMENT COMPANY, INC. 401(K) RETIREMENT SAVINGS PLAN
$2.9M · 78 participants
MW HOLDINGS, LLC DBA KELLER WILLIAMS REALTY CAPITAL DISTRICT
MW HOLDINGS, LLC CASH BALANCE PLAN
$2.9M · 7 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
ERIC CHODOROW SERVICES, INC.
ERIC CHODOROW SERVICES INC. DEFINED BENEFIT PENSION PLAN
$2.9M · 4 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B