Original filing (PDF)20250620090452NAL0009339026001

SCHOTTENSTEIN REAL ESTATE GROUP LLC

Name: SCHOTTENSTEIN REAL ESTATE GROUP LLC — SCHOTTENSTEIN REAL ESTATE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: SCHOTTENSTEIN REAL ESTATE GROUP LLC

Form 5500-SF

FILING_RECEIVED

SCHOTTENSTEIN REAL ESTATE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

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 SCHOTTENSTEIN REAL ESTATE GROUP LLC.

Plan sponsor

Name

SCHOTTENSTEIN REAL ESTATE GROUP LLC

EIN

31-1676890

Address

2 EASTON OVAL STE 510 · COLUMBUS, OH · 43219

Phone

(614) 418-8919

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

2025-06-20

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

ESTATE DEVELOPMENT CORP. INC.

ESTATE DEVELOPMENT CORP. INC. CASH BALANCE PLAN

$2.4M · 4 participants

MONUMENT ROW

MONUMENT ROW 401(K) PLAN

$2.4M · 51 participants

JA MITSUI LEASING CAPITAL CORPORATION

MITSUI LEASING CAPITAL CORPORATION 401(K) PLAN

$2.4M · 21 participants

THE VAUGHAN GROUP, LTD.

THE VAUGHAN GROUP, LTD. 401(K) PROFIT SHARING PLAN

$2.4M · 26 participants

FIRST COMMUNITY TITLE, LLC

FIRST COMMUNITY TITLE RETIREMENT SAVINGS PLAN