Original filing (PDF)20240529155252NAL0020803728001

EMORY REAL ESTATE ADVISORS, LLC

Name: EMORY REAL ESTATE ADVISORS, LLC — REMAX SOUTHERN HOMES 401K PLAN, Form 5500 (2023)
Creator: EMORY REAL ESTATE ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

REMAX SOUTHERN HOMES 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EMORY REAL ESTATE ADVISORS, LLC.

Plan sponsor

Name

EMORY REAL ESTATE ADVISORS, LLC

EIN

27-0113568

Address

3632 ALTADENA DRIVE · VESTAVIA HILLS, LA · 35243

Phone

(205) 979-8500

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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