Original filing (PDF)20250922091623NAL0006488611001

PFEIFER REALTY GROUP, LLC

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

Form 5500-SF

FILING_RECEIVED

PFEIFER REALTY GROUP, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$328K

Net assets (EOY)

$328K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PFEIFER REALTY GROUP, LLC.

Plan sponsor

Name

PFEIFER REALTY GROUP, LLC

EIN

26-1511775

Address

1630-I PERIWINKLE WAY · SANIBEL, FL · 33957

Phone

(239) 472-0004

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

2025-09-22

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

RD DEANGELIS INC

RD DEANGELIS INC 401K PROFIT SHARING PLAN

$328K · 4 participants

STEPHANIE SEAY REALTY INC.

STEPHANIE SEAY REALTY INC. 401K PLAN

$328K · 6 participants

SETH TURNER GROUP LLC

SETH TURNER GROUP LLC 401(K) PLAN

$328K · 2 participants

WILDER REALTY INC

WILDER REALTY INC - 401(K) PLAN

$328K · 26 participants

MARK E RAMEY LLC

MARK E RAMEY LLC 401(K) PROFIT SHARING PLAN & TRUST

$329K · 3 participants