Original filing (PDF)20251003101903NAL0003188450001

BUELL REAL ESTATE LLC

Name: BUELL REAL ESTATE LLC — BUELL REAL ESTATE 401(K) PLAN, Form 5500 (2024)
Creator: BUELL REAL ESTATE LLC

Form 5500-SF

FILING_RECEIVED

BUELL REAL ESTATE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$174K

Net assets (EOY)

$174K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

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

Plan sponsor

Name

BUELL REAL ESTATE LLC

EIN

27-4515611

Address

730 MOURNING DOVE DRIVE · COTTAGE GROVE, WI · 53527

Phone

(608) 215-4143

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

OUTADBLU CORP

OUTADBLU CORP 401(K) PLAN

$174K · 2 participants

WBG SW FLORIDA INC

WBG SW FLORIDA INC 401(K) PROFIT SHARING PLAN & TRUST

$174K · 7 participants

SURGE CREDIT, LLC

TOTAL EMPLOYER SOLUTIONS, LLC SAFE HARBOR MATCH RETIREMENT SAVINGS PLAN

$174K · 2 participants

LITTLEWOOD LAW, PLLC

LITTLEWOOD LAW, PLLC 401(K) PLAN

$175K · 5 participants

TERRA NOVA TITLE AND SETTLEMENT SERVICES, LLC.

TERRA NOVA TITLE DEFINED BENEFIT PLAN AND TRUST