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Original filing (PDF)20251015133538NAL0006258256001
CONTINENTAL REAL ESTATE COMPANIES
Form 5500
FILING_RECEIVED
CONTINENTAL REAL ESTATE COMPANIES RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
116
Accounts w/ balance
158
Plan assets (EOY)
$29.6M
Net assets (EOY)
$29.6M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONTINENTAL REAL ESTATE COMPANIES.
Plan sponsor
Name
CONTINENTAL REAL ESTATE COMPANIES
EIN
31-1092821
Address
150 E. BROAD STREET, SUITE 200 · COLUMBUS, OH · 43215
Phone
(614) 221-1800
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
2025-10-15
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)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GBQ PARTNERS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $19K | — |
| HIGHLAND CONSULTING ASSOCIATES | 34-1753575 | — | NONE | $15K | — |
| GRAVER CAPITAL MANAGEMENT LLC | 85-3948595 | — | NONE | $8K | — |
| AA FINANCIAL ADVISORS LLC | 27-0877649 | — | NONE | $7K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $208 | — |
Investments
1 pooled fund· $1.7M(6% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MRLY STBL VAL 25 I UNION BOND AND TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | $1.7M | 5.9% |