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Original filing (PDF)20250730151115NAL0006959440001
REAL ESTATE TRUST
Form 5500-SF
FILING_RECEIVED
REAL ESTATE TRUST RETIREMENT PLAN
Defined-benefit pension plan
Active participants
65
Accounts w/ balance
—
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for REAL ESTATE TRUST.
Plan sponsor
Name
REAL ESTATE TRUST
EIN
25-6197231
Address
P. O. BOX RKM · LIGONIER, PA · 15658
Phone
(721) 238-1801
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
RETIREMENT BOARD
EIN
25-1298312
City
LIGONIER, PA
Phone
(724) 238-9593
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Pension benefit codes
1A · Pay-related DB formula
1D · Floor-offset DB
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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