How big is The Executive Real Estate Group, Inc.'s plan?

The Executive Real Estate Group, Inc.'s plan reported $224K in assets and 6 participants for 2024.

Original filing (PDF)20250926133919NAL0009454017002

The Executive Real Estate Group, Inc.

Name: The Executive Real Estate Group, Inc. — The Executiv, Form 5500 (2024)
Creator: The Executive Real Estate Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Executive Real Estate Group, Inc. Cash Balance Plan

Defined-benefit pension plan · The Executive Real Estate Group, Inc.'s The Executive Real Estate Group, Inc. Cash Balance Plan held $224K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$224K

Net assets (EOY)

$224K

People on this filing

Elizabeth DO signed The Executive Real Estate Group, Inc.'s 2024 Form 5500 as plan administrator.

Elizabeth DO — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Executive Real Estate Group, Inc.'s EIN is 26-0427480.

EIN 26-0427480

Plan number 002

Plan year 2024

ACK ID 20250926133919NAL0009454017002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Executive Real Estate Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Executive Real Estate Group, Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE EXECUTIVE REAL ESTATE GROUP, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score