Original filing (PDF)20250714155058NAL0001731776001

TIM & KAREN SOULIS REAL ESTATE HOLDINGS, LLC

Name: TIM & KAREN SOULIS REAL ESTATE HOLDINGS, LLC — TIM & KAREN SOULIS REAL ESTATE HOLDINGS, LLC 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: TIM & KAREN SOULIS REAL ESTATE HOLDINGS, LLC

Form 5500-SF

FILING_RECEIVED

TIM & KAREN SOULIS REAL ESTATE HOLDINGS, LLC 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$967K

Net assets (EOY)

$967K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TIM & KAREN SOULIS REAL ESTATE HOLDINGS, LLC.

Plan sponsor

Name

TIM & KAREN SOULIS REAL ESTATE HOLDINGS, LLC

EIN

26-3107598

Address

26705 E. STATE ROUTE EE · HARRISONVILLE, MO · 64701

Phone

(816) 510-9629

Industry

Retail Tradesee all

Plan administrator