Original filing (PDF)20250702132544NAL0013015873001

GEWEKE REAL ESTATE

Name: GEWEKE REAL ESTATE — GEWEKE REAL ESTATE 401(K) PLAN, Form 5500 (2024)
Creator: GEWEKE REAL ESTATE

Form 5500-SF

FILING_RECEIVED

GEWEKE REAL ESTATE 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

148

Accounts w/ balance

116

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GEWEKE REAL ESTATE.

Plan sponsor

Name

GEWEKE REAL ESTATE

EIN

26-1593878

Address

1139 EAST KETTLEMAN LANE SUITE 200 · LODI, CA · 95240

Phone

(209) 371-2481

Industry

Real Estatesee all

Plan administrator

Name

NORTHEAST RETIREMENT SERVICES, LLC

EIN

81-5140646

City

WOBURN, MA

Phone

(781) 983-5059

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-02

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

HARTUNG TITLE AGENCY, INC.

HARTUNG TITLE AGENCY 401(K)PROFIT SHARING PLAN

$3.0M · 16 participants

HARBOR BAY CLUB, INC.

HARBOR BAY CLUB SAVINGS PLAN

$3.0M · 39 participants

KD CAPITAL MORTGAGE CORPORATION

KD CAPITAL MORTGAGE CORPORATION DEFINED BENEFIT PENSION PLAN

$3.0M · 7 participants

PRESIDENT ASSET GROUP LLC

TONE YEE INVESTMENTS & DEVELOPMENTS 401(K) PLAN

$3.0M · 12 participants

ECONOMIC AND COMMUNITY DEVELOPMENT INSTITUTE

ECDI 401(K) PROFIT SHARING PLAN