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

TR Real Estate Services, Inc.'s plan reported $564K in assets and 2 participants for 2024.

Original filing (PDF)20250922105419NAL0007567618001

TR Real Estate Services, Inc.

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

Form 5500-SF

FILING_RECEIVED

TR Real Estate Services 401(k) Plan

401(k) retirement plan · TR Real Estate Services, Inc.'s TR Real Estate Services 401(k) Plan held $564K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$564K

Net assets (EOY)

$564K

People on this filing

Tyson Robinson signed TR Real Estate Services, Inc.'s 2024 Form 5500 as plan administrator.

Tyson Robinson — 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

TR Real Estate Services, Inc.'s EIN is 26-4621370.

EIN 26-4621370

Plan number 001

Plan year 2024

ACK ID 20250922105419NAL0007567618001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

TR Real Estate Services, 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 TR REAL ESTATE SERVICES, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

TR REAL ESTATE SERVICES, INC.

EIN

all filings

Address

27247 MADISON AVE. SUITE 300 · TEMECULA, CA · 925905675

Phone

(951) 694-9878

Industry

Real Estate

Plan administrator