Original filing (PDF)20250925142913NAL0010616691001

WHOLESALE REALTY

Name: WHOLESALE REALTY — WHOLESALE REALTY LLC 401(K) PLAN, Form 5500 (2024)
Creator: WHOLESALE REALTY

Form 5500-SF

FILING_RECEIVED

WHOLESALE REALTY LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$896K

Net assets (EOY)

$896K

Plan health score

/ 100

Grade A

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHOLESALE REALTY.

Plan sponsor

Name

WHOLESALE REALTY

EIN

26-2569593

Address

1514 FELCH AVE. · JACKSONVILLE, FL · 32207

Phone

(904) 346-0600

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

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

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