How big is Emory Real Estate Advisors, LLC's plan?

Emory Real Estate Advisors, LLC's plan reported $1.9M in assets and 3 participants for 2023.

Original filing (PDF)20240529155252NAL0020803728001

Emory Real Estate Advisors, LLC

Name: Emory Real Estate Advisors, LLC — Remax Southern, Form 5500 (2023)
Creator: Emory Real Estate Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Remax Southern Homes 401(k) Plan

401(k) retirement plan · Emory Real Estate Advisors, LLC's Remax Southern Homes 401(k) Plan held $1.9M in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Rozanne Emory signed Emory Real Estate Advisors, LLC's 2023 Form 5500 as plan administrator.

Rozanne Emory — 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

Emory Real Estate Advisors, LLC's EIN is 27-0113568.

EIN 27-0113568

Plan number 001

Plan year 2023

ACK ID 20240529155252NAL0020803728001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Emory Real Estate Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Emory Real Estate Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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 (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

EMORY REAL ESTATE ADVISORS, LLC

EIN

all filings

Address

3632 ALTADENA DRIVE · VESTAVIA HILLS, LA · 35243

Phone

(205) 979-8500

Industry

Real Estate

Plan administrator