Original filing (PDF)20251007163805NAL0005067553001

UNITED PARTNERS NY, LLC. DBA KELLER WILLIAMS REALTY GROUP

Name: UNITED PARTNERS NY, LLC. DBA KELLER WILLIAMS REALTY GROUP — KELLER WILLIAMS REALTY CASH BALANCE PLAN, Form 5500 (2024)
Creator: UNITED PARTNERS NY, LLC. DBA KELLER WILLIAMS REALTY GROUP

Form 5500-SF

FILING_RECEIVED

KELLER WILLIAMS REALTY CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$632K

Net assets (EOY)

$632K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

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.

Plan sponsor

Name

UNITED PARTNERS NY, LLC. DBA KELLER WILLIAMS REALTY GROUP

EIN

30-0409178all filings

Address

760 WHITE PLAINS ROAD · SCARSDALE, NY · 10583

Phone

(914) 713-3270

Industry

Real Estatesee all

Plan administrator