Original filing (PDF)20251007163805NAL0005067553001

United Partners NY, LLC. DBA Keller Williams Realty Group

Name: United Partners NY, LLC. DBA Keller Williams Realty Group — Form 5500 Plan 002 (2024)
Creator: United Partners NY, LLC. DBA Keller Williams Realty Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Keller Williams Realty Cash Balance Plan

Defined-benefit pension plan · United Partners NY, LLC. DBA Keller Williams Realty Group's Keller Williams Realty Cash Balance Plan held $632K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$632K

Net assets (EOY)

$632K

People on this filing

Jamal HADI signed United Partners NY, LLC. DBA Keller Williams Realty Group's 2024 Form 5500 as plan administrator.

Jamal HADI — 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

United Partners NY, LLC. DBA Keller Williams Realty Group's EIN is 30-0409178.

EIN 30-0409178

Plan number 002

Plan year 2024

ACK ID 20251007163805NAL0005067553001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for United Partners NY, LLC. DBA Keller Williams Realty Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

United Partners NY, LLC. DBA Keller Williams Realty Group's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNITED PARTNERS NY, LLC. DBA KELLER WILLIAMS REALTY GROUP.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score