Original filing (PDF)20251014174247NAL0003516545001

TREDSTONE GROUP, LLC

Name: TREDSTONE GROUP, LLC — TREDSTONE GROUP, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: TREDSTONE GROUP, LLC

Form 5500-SF

FILING_RECEIVED

TREDSTONE GROUP, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

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 TREDSTONE GROUP, LLC.

Plan sponsor

Name

TREDSTONE GROUP, LLC

EIN

26-1078268

Address

1355 GREENWOOD CLIFF, SUITE 300 · CHARLOTTE, NC · 28204

Phone

(704) 556-7900

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

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 providers

Related plans

Similar-size Real Estate plans

MONTECITO MEDICAL OPERATING CO

MONTECITO MEDICAL OPERATING CO 401(K) PSP

$2.6M · 95 participants

MACKLANDS REALTY, INC.

MACKLANDS REALTY, INC. 401(K) PROFIT SHARING PLAN

$2.6M · 4 participants

THE PLANTATION AT PONTE VEDRA, INC.

THE PLANTATION EMPLOYEES 401(K) RETIREMENT PLAN

$2.6M · 72 participants

ANCORA PARTNERS LLC

$2.6M · 35 participants

MEADOW CAPITAL MANAGEMENT, LP

MEADOW CAPITAL MANAGEMENT, LP CASH BALANCE PLAN