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

Executive Real Estate, Inc.'s plan reported $197K in assets and 6 participants for 2024.

Original filing (PDF)20250722134729NAL0006205954001

Executive Real Estate, Inc.

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

Form 5500-SF

FILING_RECEIVED

Executive Real Estate, Inc. 401(k) Plan

401(k) retirement plan · Executive Real Estate, Inc.'s Executive Real Estate, Inc. 401(k) Plan held $197K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$197K

Net assets (EOY)

$197K

People on this filing

Lucas Fortner for TRPC signed Executive Real Estate, Inc.'s 2024 Form 5500 as plan administrator.

Lucas Fortner for TRPC — 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

Executive Real Estate, Inc.'s EIN is 26-2780358.

EIN 26-2780358

Plan number 001

Plan year 2024

ACK ID 20250722134729NAL0006205954001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Executive Real Estate, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EXECUTIVE REAL ESTATE, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score